Finance Planner Associate - Yishun
CATALYST RECRUITMENT AGENCY PTE. LTD. Yishun Temporary
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
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!
Asia Human Capital Pte LtdToa Payoh, 11 km from Yishun
individuals to join our team as Financial Planners at HSBC Life!
About the Role
As a Financial Planner, you'll play a vital role in helping clients secure their financial futures by offering personalized advice and tailored solutions. You'll also gain...
CATALYST RECRUITMENT AGENCY PTE. LTD.Sembawang, 3 km from Yishun
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...
Asia Human Capital Pte LtdGeylang, 13 km from Yishun
individuals to join our team as Financial Planners at HSBC Life!
About the Role
As a Financial Planner, you'll play a vital role in helping clients secure their financial futures by offering personalized advice and tailored solutions. You'll also gain...