About the Role
Your role is to help clients understand their objectives, evaluate suitable solutions, and translate them into practical strategies.
This is a client-facing investment role for individuals who enjoy learning about fund managements, comparing different approaches, and helping people make informed financial decisions.
What You'll Do
Understand clients' investment goals, time horizons and risk preferences
Evaluate and compare investment solutions across different providers.
Review existing portfolios for concentration, duplication, diversification and alignment gaps.
Develop investment strategies by combining suitable solutions rather than recommending products in isolation.
Explain investment recommendations and risks in clear, practical terms.
Support clients through market changes and conduct regular investment reviews.
Stay informed on market developments, investment themes and available solutions.
Who We're Looking For
Minimum Local Diploma or Degree (all disciplines welcome)
Strong interest in investment, markets and wealth management
Self-driven, curious and eager to learn
Comfortable working directly with clients
No prior financial advisory experience is required. Fresh graduates and career switches are welcome.
Benefits:
Flexible schedule
Professional Development
Work from home