Hiring for Unit 01K

Overview:

Above & Beyond Partners are seeking motivated and driven individuals to join our team as Personal Assistant!

This role offers hands-on experience in the financial services industry, providing exposure to wealth management, financial planning, and client relationship management.

Our PA will learn the fundamentals of advising clients on their financial goals while gaining insight into the daily operations of a financial advisory practice.

What you will do:

• Developing and presenting financial plans and investment strategies for clients.
• Conduct market research and analyse financial data to support advisory decisions.
• Participate in client meetings to gain insights into financial planning discussions.
• Support in preparing financial reports, proposals, and presentations. Collaborate with the advisory team to understand client needs and tailor solutions accordingly.
• Learn and apply regulatory compliance standards in financial advising. Perform administrative and operational tasks to support the advisory team.
• Engage in prospecting and networking activities to expand client base (if part of the internship scope).

Requirements:

• Local Diploma
• Strong analytical and problem-solving skills.
• Excellent interpersonal and communication skills.
• Proactive, eager to learn, and able to work both independently and in a team.

Are you interested in exploring further? Don’t wait and be in touch with us for a chat at 87476798