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Responsibilities:
- Manage financial and investment portfolios for both corporate (B2B) and individual (B2C) clients, focusing on investment, risk, and asset management.
- Conduct market and investment trend analysis, with particular emphasis on Equities, ETFs, Bonds, and Unit Trusts.
- Provide holistic wealth management solutions, including wealth preservation, partnership management, and business succession planning.
Position Details:
- Entry-level role, open to both full-time and part-time positions.
- Flexible working hours with remote work options.
- no prior finance background required.
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Eligibility Requirements:
- Minimum academic qualification of one of the following:GCE 'A' Level Certificate
International Baccalaureate (IB) Diploma
Polytechnic Diploma in Singapore
Equivalent academic qualifications
What’s in It for You:
- Clear career growth opportunities to managerial and directorial positions.
- Structured training program with comprehensive one-on-one mentorship.
- Supportive team environment that prioritizes work-life balance.
- Competitive compensation, including performance-based commissions and bonuses.
- Opportunities for incentive-based overseas trips.