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Financial Services Coordinator

1 week ago

Singapore Itinere Organisation Full time

We specialise in estate planning services and offer a wide range of financial solutions for different customer segments covering retail clients, private clients, and family offices.


Company Overview:
Itinere Organisation is a group of Financial Advisor Representatives representing PFPFA. Our team is dedicated to providing expert wealth management services to our clients.

Job Summary:
The Wealth Management Associate will be responsible for financial planning, communication with clients, utilizing analytical skills, managing finances, and making investment decisions. This is a full-time hybrid role that requires strong analytical and communication skills.

Key Responsibilities:
  • Financial planning and analysis
  • Client communication and relationship-building
  • Investment decision-making and portfolio management
  • Financial data analysis and reporting

Requirements:
To be successful in this role, you will need to have:
  • A local Diploma/A-Level Certificate/Bachelor's degree (preferably in Banking & Finance, Business Management, Law, or related fields)
  • Proficient in speaking and written English
  • Ability to work independently and be a collaborative team member

What We Offer:
As a Wealth Management Associate at Itinere Organisation, you will have the opportunity to work with a dynamic team and develop your skills in wealth management. You will also receive comprehensive training and support to help you succeed in your role.