At the core of TRUST Advisory, we empower individuals with the ability to work alongside with our mission to serve wholeheartedly, build long lasting relationship & assist clients to embrace changes while adapting in the ever-evolving environment.
At TRUST Advisory, we take pride in what we do daily to provide clients with top-notch services to increase their quality of lives in aspects such as wealth accumulation, wealth preservation, tax planning as well as business succession. We adopt a customer-centric approach with tailored solutions for individual clients with different financial needs and goals.
Trust Advisory is offering an opportunity for self-motivated individuals to join our fast growing organisation to gain expert insight in the financial industry. Successful candidates will be provided with the PRIDE program to develop core competencies to take on a holistic approach in providing our clients with wealth management solutions.
TRUST: Thrive, Reward, Unity, Service, Transform
Core Job Competences:
- Develop and maintain lasting relationships with client
- Analyse and provide wealth management solutions to client's needs
- Monitor global outlook, observe market and investment trends
- Maintain a balance between client's financial needs and goals.
- Delicate service excellency to existing clientele
Job Requirements:
- Certification in GCE A Levels, Diploma awarded by local polytechnics and above or equivalent
- Banking and financial experiences are an added advantage
- Independent, dynamic and results oriented
- Possess good interpersonal skills and be passionate about helping clients in wealth management.
- Entry level candidates are welcome to apply.
Benefits & Rewards:
- Attractive remuneration package
- Overseas Opportunities
- Work-Life Balance
- Personalised professional development program
- Sponsorship for professional certification
Job Code: ISFP001
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TRUST Advisory - Designation:
Financial Planner - Profession:
Accounting / Auditing / Taxation - Industry:
Finance