Apex Wealth Strategy Professional
ExternalS$36K–S$96K/yrFull-timeUnknown6d ago
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Responsibilities
- Assist in wealth strategy research and planning support
- Support client engagement preparation activities
- Participate in training and development programmes
- Assist with documentation and reporting tasks
- Conduct basic financial and market research
- Support coordination of client-related processes
Requirements
- Diploma/Degree or fresh graduate
- Interest in wealth planning and financial strategy
- Good communication and interpersonal skills
- Strong willingness to learn and develop professionally
Additional Information
Job Description Join the team to gain exposure to wealth strategy development and client-focused financial planning concepts. This role provides learning opportunities in understanding how long-term financial strategies are structured and implemented.
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Company Intel
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