Graduate Advisory Group – Finance Associate

Company
Graduate Advisory Group
graduateadvisory.com.sg
Designation
Finance Associate
Date Listed
21 Jun 2024
Job Type
Entry Level / Junior Executive
Full/Perm
Job Period
Immediate Start, Permanent
Profession
Banking / Finance
Industry
Finance
Location Name
Temasek Boulevard, Suntec Tower 3, Singapore
Work from Home
Address
8 Temasek Blvd, Singapore 038988
Map
Allowance / Remuneration
$3,000 - 4,500 monthly
Company Profile

We are a group of financial consultants representing Great Eastern Financial Advisers Private Limited. We take pride in recruiting only graduates and serving predominantly a graduate clientele base. Our youthful and vibrant team hopes to make a difference in our small way to the financial advisory landscape by providing quality tied agency advisory work. 

Job Description

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

This position is already closed and no longer available.  You may like to view the other latest internships here.

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