Management Trainee Programme (1 Year) - Poly graudates are welcome to apply
Company Overview
Founded in 2018 as a family office and External Asset Manager, we have rapidly evolved into a prominent player in Singapore’s financial landscape. Our mission is to assist high net-worth individuals and families navigate the ever-changing macro-economic landscape. In the dynamic and complex world of finance, we are our client’s partner in safeguarding and growing our client wealth.
We are thrilled to announce our transformation from a Multi-Family Office into a Full-Fledged Fund Management Company. This transition underscores our commitment to providing comprehensive, sophisticated, and tailored investment solutions to our clients. With a strong track record of success, a seasoned team of experts, and a deep understanding of the global financial markets, we are our client go-to partner for managing and growing our client’s wealth.
About the Management Trainee Programme
In Private Wealth Management, we strive to deliver tailored solutions and provide bespoke services to Ultra High Net Worth clients. Your role serves as an important bridge between the portfolio managers and the clients. Our team is young and closely knitted that performs in a fast paced environment where tasks are to be executed with high precision.
Our 1-Year Management Trainee Programme is a holistic, structured learning and development journey designed to equip fresh graduates from Singapore’s polytechnics with the foundational skills, knowledge, and mindset needed for a successful career in finance.
This isn’t just a job—it’s a launchpad. Trainees will be exposed to all key areas of a boutique fund management firm, including client servicing, investment operations, regulatory compliance, and market research. You’ll be guided by seasoned professionals who are eager to mentor and invest in your growth.
Programme Structure
Duration: 12 months (Full-time)
Format: Rotational (across front, middle, and operational functions)
Mentorship: Direct coaching from department leads and senior managers
Career Opportunities: High-performing trainees may be offered permanent roles upon completion
Key Learning Areas
1. Client & Relationship Management (Front Office Exposure)
- Support Assistant Relationship Managers in managing ultra-high-net-worth (UHNW) client portfolios
- Learn how to coordinate and execute client requests efficiently and professionally
- Understand trade lifecycle events and post-trade communications
- Assist in onboarding new clients and preparing investment documentation
2. Middle Office & Operations
- Gain insight into back-end processes essential for smooth trade execution
- Perform trade capture, reconciliation, and settlement across asset classes
- Liaise with brokers, custodians, and banks to ensure transaction accuracy
- Help enforce internal control checks and compliance reviews
3. Investment Support & Research
- Assist in conducting fundamental research across various asset classes
- Prepare briefing notes, performance summaries, and internal pitch materials
- Track and update market data for portfolio managers’ use
- Participate in internal investment meetings and discussions
Who Should Apply
We’re looking for motivated, curious, and ambitious fresh graduates who are eager to start a meaningful career in the financial industry.
Ideal Profile:
- Diploma holder in Finance, Banking, Accounting, Business, or Economics
- Interest in financial markets, wealth management, and client advisory
- Strong attention to detail, with a willingness to learn and take initiative
- Excellent communication skills and a collaborative spirit
- Comfortable working in a high-performance, fast-paced environment
- Self-disciplined, adaptable, and eager to take ownership of tasks
