Analyst/associate , wealth management
1 week ago
About the role Achieve Career's client is seeking a highly motivated Analyst/Associate to join our dynamic Wealth Management team. In this full-time role based in the Singapore, you will play a crucial part in providing tailored financial planning solutions to our diverse client base. What you'll be doing Conduct in-depth market research and financial analysis to identify investment opportunities and recommend appropriate strategies for clients Collaborate with clients to understand their unique financial goals and risk profiles, and develop customised wealth management plans Prepare comprehensive financial reports, presentations and proposals to effectively communicate recommendations to clients Stay up-to-date with industry trends, regulations and best practices to ensure compliance and provide value-added services Assist with the implementation and monitoring of client investment portfolios What we're looking for Preferably Diploma holders & above 1-3 years of experience in financial planning, investment analysis or wealth management Excellent communication and client-facing skills, with the ability to translate complex financial concepts into easy-to-understand recommendations Proactive and detail-oriented approach, with a keen interest in staying up-to-date with industry developments EA License No: 05 C3451 EA Personnel Name: Cesky Ong Zhi Rong EA Personnel No: R24121422 #J-18808-Ljbffr
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