The Offer
Work in a company with a solid track record of performance
Flexible working options
Attractive Salary & Benefits
The Job
Key responsibilities areas :
Assess and determine client’s financial objectives, risk tolerance, income, expenses and assets
Offer strategic advice on financial services, such as investments, insurance coverage and debt management tools
Perform market research to stay current with financial trends
Prepare financial documents, such as income projections and investment reports
Maintain compliance with all rules and regulations in the financial industry
Key Competencies :
Higher Diploma / Associate degree or above. University graduates are more preferred
At least 1 year working experience in any sector
Proactive, inquisitive, passionate, and good at communication and interpersonal relationships
Interested in pursuing a career in the banking & finance sector
We provide on-the-job training and support
The Employer
We are hiring for a company which is a one-stop personal finance service provider. Their services include but not limited to investment management, retirement planning, tax planning, risk management, and succession, etc.
