Graduate Advisory Group – Student Advisor (Financial Services)

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