Job Description

We are a group of financial consultants representing Great Eastern Financial Advisers Private Limited. We take pride in recruiting only graduates and serving predominantly a graduate clientele base. Our youthful and vibrant team hopes to make a difference in our small way to the financial advisory landscape by providing quality tied agency advisory work.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\xe2\x80\x99s financial situation by going through cashflow statements, net worth statements
• Understanding client\xe2\x80\x99s 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\xe2\x80\x99 portfolios are well taken care of

Requirements-

• Minimum local Diploma awarded by a recognized polytechnic and/or Bachelor\xe2\x80\x99s 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

Job Types: Full-time, Part-time, Fresh graduate, Student jobApplication InstructionsPlease apply for this position by submitting your CV via email or Whatsapp
Kindly note that only shortlisted candidates will be notified.Agent Note This position is posted on behalf of a client by a third party agent.

InternSG