Graduate Advisory Group – Student Advisor (Financial Services)

We strive to provide you with the best financial advisory experience through ethical and competent practices.

There are no shortcuts to success and therefore there will not be a shortcut to our wealth management process. We want all our clients to go through a robust process to eventually achieve financial freedom.

Part-time Student Advisor (Financial Services)

• Assessing financial situation by going through cashflow statements, net worth statements, current existing plans, outstanding liabilities
• Understanding goals and objectives and assisting in making sense of overall financial picture
• Going through investment policy statements and understand their risk profile, time horizon, portfolio asset allocation
• Analysing financial information obtained to determine strategies for meeting financial objectives
• Recommending suitable financial products to address the needs, through various instruments like mutual funds, unit trusts, ETFs, insurance policies, endowment plans
• Helping to monitor financial markets and industry trends to ensure 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 
• Singaporeans/Singapore PRs ONLY
• Sociable, Coachable, Good Interpersonal, Analytical and Communication Skills
• Have an interest in Monitoring Market trends, Trading, Planning and Analysing Financial Market