Graduate Advisory Group provides you with ethical and competent financial advice from a team of qualified advisors.
Part-time Student Advisor (Financial Services)
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’s financial situation by going through cashflow statements, net worth statements
- Understanding client’s 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’ portfolios are well taken care of
Requirements
- Minimum local Diploma awarded by a recognized polytechnic and/or Bachelor’s Degree or equivalent
- Minimum 21 years old and above
- Sociable, Coachable, Good Interpersonal, Analytical and Communication Skills
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- Company:
Graduate Advisory Group - Designation:
Student Advisor (Financial Services) - Profession:
Consulting - Industry:
Consultancy - Location:
Downtown Core