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Company Description
Happy Forest (High NetWorth district)
Role Description
This is a full-time hybrid role for a Financial Consultant Trainee located in Singapore, with flexibility for remote work. As a Financial Consultant Trainee, you will work with clients to develop and implement financial strategies, investment planning, and risk management strategies. You will also be responsible for performing research, conducting quantitative analyses, and communicating analyses to clients. You will work with various stakeholders in the organization to meet client needs and provide recommendations.
Qualifications
- Bachelor's degree in finance, Accounting, Economics, Business Administration, or a similar field.
- Strong analytical skills and proficiency with Microsoft Excel.
- Excellent written and verbal communication skills.
- Ability to work collaboratively in a team environment and build strong relationships with colleagues and clients.
- A passion for finance and investments, and a desire to learn and grow in the industry.
- Critical thinking, problem-solving, and time management skills.
- Candidates with relevant certifications (e.g., CFA, CPA, or CFP) are highly preferred.
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