Personal Assistant

TIMEOUT PTE. LTD.; Singapore; On-site; SGD 30,000 - 50,000; Full time

Job summary

A financial services company based in Singapore is seeking a motivated Personal Assistant to join their team. This role provides hands-on experience in financial services, focusing on wealth management and client relationships. Responsibilities include developing financial plans, conducting market research, and supporting client meetings. The ideal candidate should possess a local diploma and strong analytical, interpersonal, and communication skills. A proactive approach and teamwork ability are essential. Interested candidates can contact the company directly.

Qualifications

• Local Diploma required.
• Strong analytical and problem-solving skills crucial.
• Excellent interpersonal and communication skills necessary.
• Proactive and eager to learn, must work independently and in a team.

Responsibilities

• Develop and present financial plans and investment strategies.
• Conduct market research and analyze financial data.
• Participate in client meetings to gain insights into discussions.
• Support in preparing financial reports, proposals, and presentations.
• Learn and apply compliance standards in financial advising.
• Engage in networking activities to expand client base.

Skills

Analytical skills

Problem-solving skills

Interpersonal skills

Communication skills

Proactive attitude

Education

Local Diploma

Job description

Hiring for Unit 01K

Above & Beyond Partners are seeking motivated and driven individuals to join our team as Personal Assistant!

This role offers hands‑on experience in the financial services industry, providing exposure to wealth management, financial planning, and client relationship management.

Our PA will learn the fundamentals of advising clients on their financial goals while gaining insight into the daily operations of a financial advisory practice.

What you will do

• Developing and presenting financial plans and investment strategies for clients.
• Conduct market research and analyse financial data to support advisory decisions.
• Participate in client meetings to gain insights into financial planning discussions.
• Support in preparing financial reports, proposals, and presentations. Collaborate with the advisory team to understand client needs and tailor solutions accordingly.
• Learn and apply regulatory compliance standards in financial advising. Perform administrative and operational tasks to support the advisory team.
• Engage in prospecting and networking activities to expand client base (if part of the internship scope).

Requirements

• Local Diploma
• Strong analytical and problem‑solving skills.
• Excellent interpersonal and communication skills.
• Proactive, eager to learn, and able to work both independently and in a team.

Are you interested in exploring further? Don’t wait and be in touch with us for a chat at 87476798