• Key Responsibilities:

  • Conduct fundamental analysis to create effective financial planning strategies for individuals, families, and corporate clients.

  • Design customized asset allocation solutions to improve wealth management efficiency.

  • Regularly monitor client portfolios and rebalance them in response to market fluctuations.

  • Stay informed about industry regulations and market trends to provide top-tier advice.

  • Leverage previous experience to enhance value in insurance advisory and wealth management services.

  • Gain exposure to liquidity management, relationship management, and team leadership.

• Looking For:

  • University graduates (local or overseas).

  • IANG / TTPS / QMAS holders.

  • Career switchers or experienced industry professionals are welcome.

• Requirements:

  • Bachelor's degree or higher.

  • Self-motivated, responsible, and possess a positive attitude, ready to embrace challenges.

• What We Offer:

  • Flexible working hours.

  • Complimentary professional training with clear career progression opportunities.

  • Commission, bonuses, and year-end incentives.

REQUIREMENTS

· Bachelor's degree or above · Self-motivated, responsible, positive attitude, and ready for challengesUniversity graduates (local or overseas)

· IANG / TTPS / QMAS holders

· Career switchers or experienced industry professionals welcome