This is an IT support group | Financial Associate

14 hours ago


Singapore This is an IT support 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.
Assess clients' financial situations by reviewing cash flow statements and net worth statements.
Understand clients' goals and objectives and assist them in appropriate financial and investment solutions.
Review investment policy statements with clients and understand their risk profile, time horizon, and portfolio asset allocation.
Recommend suitable financial products to address client needs through various instruments provided by the company.
Monitor financial markets and industry trends to ensure that existing clients' portfolios are well managed.
Requirements
Minimum local Diploma awarded by a recognized polytechnic and/or Bachelor's Degree or equivalent.
Minimum age of 21 years and above.
Sociable, coachable, with good interpersonal, analytical, and communication skills.
Have an interest in monitoring, trading, planning, and analyzing market trends.
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