Fresh Graduate

About the job

About Us: Integra Financials is a leading financial services firm dedicated to helping clients achieve their financial goals through expert planning and personalized strategies. We are committed to fostering a collaborative and innovative work environment that promotes growth and development.

Position Overview: We are seeking a motivated and ambitious Management Trainee to join our company. This entry-level position offers a unique opportunity to gain hands-on experience in the financial planning industry while working closely with experienced professionals. You will be trained in various aspects of financial planning, client relationship management, and investment strategies.

Key Responsibilities:

Assist in developing financial plans for clients based on their goals and needs.

Conduct market research and analyze financial products and services.

Support senior financial planners in client meetings and presentations.

Participate in training sessions and workshops to enhance your financial knowledge.

Maintain accurate records of client interactions and financial data.

Collaborate with team members on projects and initiatives to improve client services.

Stay updated on industry trends and regulatory changes.

Qualifications:

Bachelor’s degree in Finance, Economics, Business Administration, or a related field.

Strong analytical and problem-solving skills.

Excellent communication and interpersonal abilities.

Detail-oriented with a passion for helping others achieve their financial goals.

Ability to work both independently and as part of a team.

Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).

What We Offer:

Comprehensive training and mentorship program.

Opportunities for professional growth and development.

Competitive monthly development fund and performance-based incentives.

A supportive and dynamic work environment.

Work from Home | Flexible working hours | Qualified applicants are requested to report at the office once a week for additional training. Once a month for meeting.

Industries: Financial Services

Function: Accounting and Finance