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...
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