Wellstech Consultants Limited

Portfolio Management Trainee (18K-30K)

Wellstech Consultants Limited
Posted on 19-Apr-21

Portfolio Management Trainee (18K-30K)

Wellstech Consultants Limited

Job Highlights

  • Work Life Balance, Incentive Trips & 21 Days AL
  • 5 working days, WFH , medical protection
  • Basic Salary (up to 30K+ Rewards + Bonus )

Job Description

Job Highlights
  •  Build up close relationship with business partners

  •  Make investment recommendation

  • Investments to manage equity portfolio
  • Risk identification, management and control
  • Acquire Up-to-Date Financial Knowledge and New
    Perform other ad-hoc tasks as assigned
Job Description
Based on professional knowledge and ethics, in line with the company's purpose and philosophy, Customer Benefits Comes First . We will analyze from the most objective point of view based on the financial status and wealth management goals of the client, and bring the most suitable wealth management plan to the client.

  • To directly manage or to assist Head of Investments to manage equity portfolio(s).
  • Effective implementation of investment ideas across portfolios.
  • Ensure investment transactions adhere to risk management guidelines and regulatory requirements.
  • Ensure portfolio is consistently managed in accordance with appropriate strategies and guidelines defined in the investment mandate.
  • Make investment recommendation and communicate research findings to regional investment teams across Asia on timely basis.


  • Comprehensive on-the-job training (product expertise, customer follow-up and management skills) 
  • Flexible working hours, Achieve work-life balance
  • Group medical insurance
  • Industry renewal rewards can be invited to participate in overseas travel and conferences for free
  • Annual Bonus

Additional Information

Non-Degree Tertiary
Years of Experience
Job Type
Full Time, Permanent

Additional Company Information