Graduate Advisory Group – Finance Associate

Job responsibilities

• Ensure that all client accounts and activities comply with legal, compliance and regulatory requirements
• Continuously adhere to internal policies & procedures and escalate where necessary
• Assist the Direct Manager to provide wealth management solutions / advice to New and Existing clients
• Assessing client’s financial situation by going through cashflow statements, net worth statements
• Understanding client’s goals and objectives and assisting them in appropriate financial and investment solutions- Going through investment policy statements with clients and understand their risk profile, time horizon, portfolio asset allocation
•  Recommending suitable financial products to address the needs, through various instruments provided by the company
•  Monitoring financial markets and industry trends to ensure that existing clients’ portfolios are well taken care of

Requirements-

• Minimum local Diploma awarded by a recognized polytechnic and/or Bachelor’s Degree or equivalent
• Minimum 21 years old and above
• Sociable, Coachable, Good Interpersonal, Analytical and Communication Skills
• Have an interest in Monitoring, Trading, Planning and Analysing Market trends

Job Types: Full-time, Part-time, Fresh graduate, Student job