Fund Investment Trainee – Entry-Level Finance Role

About the Role

Are you looking to enter the financial industry and gain practical exposure to investments, fund management, and wealth planning

We are looking for motivated individuals to join us as Fund Investment Trainees. This role is suitable for candidates who are interested in finance, investing, and client advisory, but may not know where to begin.

You will receive guidance and exposure to how the financial industry works, including investment concepts, market awareness, portfolio planning, and client relationship management.

This is a good opportunity for fresh graduates, career switchers, or individuals who want to explore a long-term career in finance.

Why Join Us

• Good work-life balance

• Working hours: 10am to 5pm

• Office-based from Tuesday to Thursday

• Suitable for entry-level applicants and career switchers

• Gain exposure to the banking, finance, and investment industry

• Learn practical investment and fund management concepts

• Mentorship and guidance provided

• Opportunity to build a long-term career in financial services

What You Will Learn

As a Fund Investment Trainee, you will be introduced to:

• Basic investment and fund management concepts

• Financial market trends and investment strategies

• Wealth planning and portfolio concepts

• Client communication and relationship management

• Market research and financial updates

• How financial professionals identify opportunities

• Practical knowledge of the finance and investment industry

Key Responsibilities

You will support the team in:

• Learning and applying basic financial and investment concepts

• Assisting with market research and financial information gathering

• Preparing simple summaries and updates

• Supporting client-related discussions and follow-ups

• Attending training sessions and team meetings

• Building confidence in financial advisory and investment conversations

Who We Are Looking For

We welcome candidates who are:

• Interested in finance, investments, wealth management, or business

• Willing to learn and be guided

• Comfortable communicating with people

• Positive, responsible, and self-motivated

• Looking for a career switch into the financial industry

• Fresh graduates or entry-level candidates

Prior finance experience is not required. Training and guidance will be provided.

Requirements

• A level, Diploma, degree, or equivalent qualification preferred

• Good communication skills

• Positive learning attitude

• Interest in financial markets or investment-related work

• Able to work independently and in a team

Ideal Candidate

This role may suit you if you are looking for a finance-related opportunity with structured exposure, reasonable working hours, and a better work-life balance compared to many traditional corporate roles.

Apply Now

Start your career journey in the financial industry and gain real-world exposure to investment, fund management, and wealth planning.

Shortlisted candidates will be contacted for an interview.