Personal Finance Specialist Assistant
3 weeks ago
We are currently seeking a Personal Finance Specialist Assistant to join our team at StashAway. This is an exciting opportunity for someone who is passionate about personal wealth management and looking to gain regional exposure in the industry.
About the RoleThis role will be responsible for supporting our Wealth Advisors and Country Managers across 5 countries, with operational tasks related to wealth management and Reserve.
The ideal candidate will have excellent communication skills, proficiency in Excel and Word, and strong time management skills. They should also be highly adaptable and able to think on their feet.
In addition, they should be interested in finance, financial planning, and/or financial markets, and have a degree or recent graduate of a finance-related field.
Responsibilities- Supporting Wealth Advisors and Country Managers with operational tasks
- Assisting with updating factsheets and portfolio analysis and reviews
- Maintaining operational tasks related to wealth management and Reserve
- Assisting with projects that the Wealth Advisory Team and Reserve stakeholders are running
- Currently pursuing a degree or recent graduate of a Finance related field
- General interest in Wealth Management, Financial Planning, and/or Financial Markets
- Excellent communication skills in English
- Proficient in Excel and Word
- Excellent time management skills
- Highly adaptable individual with the ability to think on their feet and outside of the box
As a Personal Finance Specialist Assistant, you can expect to receive a competitive salary of approximately SGD 4,500 - SGD 6,000 per month, depending on your qualifications and experience. You will also have the opportunity to work with a fast-growing company in Singapore's financial industry.
In addition, you will receive employee benefits such as a management fee discount on asset management fees when you invest with StashAway, and a quarterly team bonding budget to socialize with colleagues.
This is a great opportunity for someone who is passionate about personal finance and looking to start their career in the industry. If you are a motivated and detail-oriented individual, we encourage you to apply for this role.
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