Finance Associate

1 week ago


Singapore Graduate Advisory Group Full time

Job responsibilities

  • Ensure that all client accounts and activities comply with legal, compliance and regulatory requirements
  • Continuously adhere to internal policies & procedures and escalate where necessary
  • Assist the Direct Manager to provide wealth management solutions / advice to New and Existing clients
  • Assessing client's financial situation by going through cashflow statements, net worth statements
  • Understanding client's goals and objectives and assisting them in appropriate financial and investment solutions- Going through investment policy statements with clients and understand their risk profile, time horizon, portfolio asset allocation
  • Recommending suitable financial products to address the needs, through various instruments provided by the company
  • Monitoring financial markets and industry trends to ensure that existing clients' portfolios are well taken care of

Requirements-

  • Minimum local Diploma awarded by a recognized polytechnic and/or Bachelor's Degree or equivalent
  • Minimum 21 years old and above
  • Sociable, Coachable, Good Interpersonal, Analytical and Communication Skills
  • Have an interest in Monitoring, Trading, Planning and Analysing Market trends

Job Types: Full-time, Part-time, Fresh graduate, Student job



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