- Date Listed
- 16 Apr 2018
- Experience Level
- Entry Level / Junior Executive
- Profession
- Accounting / Auditing / Taxation
- Industry
- Finance
- Job Period
- Immediate Start - Flexible End
- Location Name
- Tanjong Pagar
- Company Profile
Company Profile
We are a business consultancy firm incorporated under the Singapore Companies Act. Through an internal platform of Accountants, Bankers, Lawyers, Investment Strategists and Asset specialists, we strive to be a one-stop solution for investors and high net worth individuals.
Lawyers - Wills, Trusts, Lasting Power of Attorney (LPA), Simple contracts for business owners
Accountants - Ledgers, tax consultancy
Investment specialists - ETFs, Unit Trusts, REITs, etc
Asset Specialists - SIBOR/LIBOR rates, unbiased comparison for customers on mortgage rates
Job VacanciesWe are now looking for Junior Investment Associates/Interns
- Job Description
Job Description/Scope:
1) Updating job knowledge by tracking financial markets, general economic conditions and new financial products; participating in educational opportunities; reading professional and technical publications; maintaining personal networks; participating in professional organizations.
2) Monitors clients' financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans
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