Job Description
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.
- 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
- Entry level role. Full-time and part-time positions available.
- Open to Career switchers...