Job Description
Graduate of 4 – 5 year course, preferably in Major in Financial Management, Business, Banking and Finance and Economics; Diploma of Financial Planning, RG 146 Certification is a plus; At least 1 – 3 years experience in paraplanning, client services role with practical skills in preparing advice documents(SOA); Excellent written and verbal skills with affable client interaction; Highly evolved organizational skills suitable for managing work flow and supervising staff; Operational experience in XPLAN, Coin and Midwinter; Superior knowledge in Microsoft, Excel and Powerpoint; Excellent in Client Management, able to meet deadlines, perform multiple tasks efficiently and can work under pressure; Show confidence yet in a humble manner when dealing with clients, firm financial advisors and wealth managers; Strong financial and analytical skills, diligent attention to details and strong time management skills; Fresh graduates are welcome to apply; Candidates must be willing to relocate ...