Obalixx Pte Ltd – Finance Associate

Company
Obalixx Pte Ltd
graduateadvisory.com.sg
Designation
Finance Associate
Date Listed
19 Aug 2024
Job Type
Entry Level / Junior Executive
Full/Perm
Job Period
Immediate Start, Permanent
Profession
Banking / Finance
Industry
Consultancy
Location Name
Temasek Boulevard, Suntec City, Singapore
Address
3 Temasek Blvd, Singapore 038983
Map
Allowance / Remuneration
$3,050 - 4,500 monthly
Company Profile

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 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

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

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