Key Financial ("KEYF") is a boutique financial consultancy firm. We leverage on our professional expertise, experience, and robust investment knowledge to deliver true long term value to our clients, with an emphasis on their financial plans and wealth management. KEYF adopts a multi-disciplinary approach to strategy development and executive, by drawing on the capabilities of our experienced team who have diverse backgrounds in financial communication, legacy planning and retirement fund accumulation for our clients.
KEYF is looking for driven and motivated individuals to nurture and develop as our organisation strongly believes in the development of people and through them, provide the best financial advisory services to our valued clients. If you think you have the drive and is willing to have real world exposure in the financial industry and be ahead of your peers, we will provide you with a comprehensive platform.
We are now looking for Junior Wealth Management Associate!
- Monitors clients' financial portfolios by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and analyzing new financial strategies; proposing changes in goals and plans for client
- Maintaining professional networks
- Be savvy and updated on financial markets and general economic conditions
- Participating in professional organizations and events.
Job Requirements:
- 21 years and above
- Singaporeans / PRs only
- A levels / Local Diploma Holder only
- Strongly recommended for candidates who are interested in exploring the financial industry and investment sector
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- Company:
Key Financial (KEYF) - AXA Insurance Pte Ltd - Designation:
Junior Wealth Management Associate - Profession:
Accounting / Auditing / Taxation - Industry:
Finance