Job Responsibilities

• Manage financial and investment portfolios for corporate (B2B) and individual (B2C) clients on Investment, Risk, and Asset Management.
• Analyze financial markets and investment funds across asset classes including Equities, ETFs, Bonds, and Unit Trusts.
• Provide integrated financial solutions focused on Wealth Preservation, Partnership Management, Estate Planning, and Business Succession Planning.
• Onboarding of clients' investment portfolios through iFast Central.

Required competencies and certifications

• Ability to work independently and collaboratively within a team setting
• Academic qualification equivalent to one of the following:
  GCE 'A' Level certificate; International Baccalaureate Diploma; or Diploma awarded by a Polytechnic in Singapore

Job Type

• Entry level role. Full-time and part-time positions available.
• Open to Career switchers, Undergraduates, and Fresh graduates with no prior finance or investment experience
• Flexible working hours, work from home option available.

Other Information

• Career advancement opportunities to senior executive and managerial roles
• Comprehensive structured training program with one-on-one mentorship
• Supportive and collaborative team culture promoting work-life balance
• Performance-based incentives, bonuses, and incentivized overseas trips