Job Responsibilities
- Manage financial and investment portfolios for corporate (B2B) and individual (B2C) clients on Investment, Risk, and Asset Management.
- Analyze financial markets and investment funds across asset classes including Equities, ETFs, Bonds, and Unit Trusts.
- Provide integrated financial solutions focused on Wealth Preservation, Partnership Management, Estate Planning, and Business Succession Planning.
- Onboarding of clients investment portfolios through iFast Central.
Required competencies and certifications
- Ability to work independently and collaboratively within a team setting
- Academic qualification equivalent to one of the following:
GCE A Level certificate International Baccalaureate Diploma or Diploma awarded by a Polytechnic in Singapore
Job Type
- Entry level role. Full-time and part-time positions available.
- Open to Career switchers, Undergraduates, and Fresh graduates with no prior finance or investment experience
- Flexible working hours, work from home option available.
Other Information
- Career advancement opportunities to senior executive and managerial roles
- Comprehensive structured training program with one-on-one mentorship
- Supportive and collaborative team culture promoting work-life balance
- Performance-based incentives, bonuses, and incentivized overseas trips
