OBALIXX is an ACRA-registered entity that has been operating in Singapore since its incorporation in 2013. Officially, OBALIXX PTE. LTD. is registered as Exempt Private Limited Company with its address in District 18 (Tampines, Pasir Ris), primarily operates in the sector of "HUMAN RESOURCE CONSULTANCY SERVICES"
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
Kindly note that only shortlisted candidates will be notified.
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- Company:
Obalixx Pte Ltd - Designation:
Finance Associate - Profession:
Banking / Finance - Industry:
Consultancy - Location:
Downtown Core