The posting
Job Responsibilities
- Advise clients on building investment portfolios that can meet their life goals
- Able to effectively explain wealth management concepts and products (including unit trusts, bonds, stocks and ETFs)
- Manage and build client relationships, including doing presentations to clients
- Deliver efficient transactional and operational support for clients
- Provide feedback internally on how clients’ experiences can be improved
- Involve in projects and testing when required
Job Requirements
- Degree holder (preferably in Finance, Business or a related discipline), with 1-2 years of related working experience (preferably in Banking/Client Services/Sales/Marketing fields)
- Certificates or exemptions from CMFAS modules will be advantageous
- Excellent interpersonal and communication skills, both verbal and written
- Strong interest in investing and finance-related topics



