$8K + AWS + VB + allowance
5 working days, Mon – Fri, normal office hours
Location: West
Responsibilities
- Provide a suite of solutions and portfolios including investments and risk hedging products for clients.
- Provide investment advisory services to clients with the aim to grow their money through various investment strategies.
- Develop investment plans tailored to meet the specific needs and goals of each client, based on analytic rigour, taking into account a client’s investment objectives, liquidity needs, and risk tolerance.
- Provide proactive personalized service to clients, including transaction processing/execution of investment products, assist client on cash flow management, inquiries, investigation handling, and account monitoring.
- Preparing papers for internal approvals, and presenting to Board and internal committees
- Assist the manager to prepare PowerPoint presentation for ongoing deals
- Attend the meetings and conference calls when necessary
- Support the Investment Team in all aspects of project deliverables, investment and data operations
Requirements
- Diploma/Degree in finance or any related discipline
- Minimum 3 years of relevant experience.
- Experience in financial planning or wealth management is a plus.
- Excellent communication and interpersonal skills
Competitive remuneration package will be offered to the shortlisted candidate.
Interested candidates, please send your updated CV in MS Words format stating your last drawn salary, expected salary, notice period and reason for leaving last / past employment(s) and email to recruit@caed.com.sg for priority processing.
To find out more job opportunities, visit Career Edge Asia at www.caed.com.sg for all job listings.
Please connect us via LinkedIn as follows for efficient messaging:
https://www.linkedin.com/in/career-edge-asia-pte-ltd-558a18139/?originalSubdomain=sg
Do Join us at TELEGRAM by searching “CAREER EDGE JOB OPPORTUNITIES” to receive fast job alert!
Attn: Jace Tay (Registration No.: R1331152)
CAREER EDGE ASIA PTE LTD
EA Licence Number: 13C6678
To find out more job opportunities, visit Career Edge Asia at www.caed.com.sg for all job listings.
Email: recruit@caed.com.sg
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More Information
- Salary Offer $5000-$8000
