We are looking for individuals who are capable to lead the front-end engagement process for a diverse portfolio of clients. The focus is on interactive financial planning—turning goals into actionable roadmaps using a suite of financial instruments.
Core Responsibilities:
- Consultative Planning: Conduct comprehensive financial planning sessions to help clients navigate wealth preservation and growth.
- Portfolio Implementation: Construct and manage clients' portfolios incorporating a wide array of instruments with Funds including Equities, ETFs, Unit Trusts, and Bonds.
- Digital Wealth Management: Utilize the iFast platform for seamless client onboarding, portfolio monitoring, and integrated wealth solutions.
- Relationship Management: Build and maintain long-term client partnerships through regular performance reviews and strategic networking.
Job Type
- Entry level. Full-time and part-time positions available.
- Flexible working hours, hybrid work option available.
- No prior experience in finance or investment required.
Eligibility Requirements
- Candidates must possess one of the following academic minimum entry requirements:
- A full certificate in GCE 'A' Level;
- International Baccalaureate Diploma qualification;
- Diploma awarded by a Polytechnic in Singapore.
What you can expect:
- Full onboarding support
- Structured training roadmap for all newcomers
- One on one Mentorship will be provided
- Career advancement to senior executive and managerial roles
- A supportive environment with access to professional branding materials and corporate training infographics
Job Types: Full-time, Permanent, Fresh graduate
Pay: $3,000.00 - $6,000.00 per month
Work Location: In person