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Personal Assistant: Finance & Client Advisory Intern

TIMEOUT PTE. LTD.

Singapore

On-site

SGD 30,000 - 50,000

Full time

3 days ago
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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
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.
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