Finance Planner Associate - Sembawang

apartmentCATALYST RECRUITMENT AGENCY PTE. LTD. placeSembawang descriptionTemporary calendar_month 

Role: Finance Planner Associate

Responsibilities:

  • Manage financial and investment portfolios for both corporate (B2B) and individual (B2C) clients, focusing on investment, risk, and asset management.
  • Conduct market and investment trend analysis, with particular emphasis on Equities, ETFs, Bonds, and Unit Trusts.
  • Provide holistic wealth management solutions, including wealth preservation, partnership management, and business succession planning.

Position Details:

  • Entry-level role, open to both full-time and part-time positions.
  • Flexible working hours with remote work options.
  • no prior finance background required.

Eligibility Requirements:

  • Minimum academic qualification of one of the following:GCE 'A' Level Certificate
International Baccalaureate (IB) Diploma
Polytechnic Diploma in Singapore

Equivalent academic qualifications

What’s in It for You:

  • Clear career growth opportunities to managerial and directorial positions.
  • Structured training program with comprehensive one-on-one mentorship.
  • Supportive team environment that prioritizes work-life balance.
  • Competitive compensation, including performance-based commissions and bonuses.
  • Opportunities for incentive-based overseas trips.

Ready to grow your finance career in a flexible and supportive environment? Apply today!

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