About this role
Job Responsibilities • Manage financial and investment portfolios for corporate (B2B) and individual (B2C) clients on Investment, Risk, and Asset Management. • Analyze financial markets and investment funds across asset classes including Equities, ETFs, Bonds, and Unit Trusts. • Provide integrated financial solutions focused on Wealth Preservation, Partnership Management, Estate Planning, and Business Succession Planning. • Onboarding of clients' investment portfolios through iFast Central. Required competencies and certifications • Ability to work independently and collaboratively within a team setting • Academic qualification equivalent to one of the following: GCE 'A' Level certificate; International Baccalaureate Diploma; or Diploma awarded by a Polytechnic in Singapore Job Type • Entry level role. Full-time and part-time positions available. • Open to Career switchers, Undergraduates, and Fresh graduates with no prior finance or investment experience • Flexible working hours, work from home option available. Other Information • Career advancement opportunities to senior executive and managerial roles • Comprehensive structured training program with one-on-one mentorship • Supportive and collaborative team culture promoting work-life balance • Performance-based incentives, bonuses, and incentivized overseas trips
Required
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