Student Advisor

$ 1,000 - $ 2,000 / month

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Underdergrads looking to break into the Banking and Finance industry and make an impact on clients?

Join us at Credence as a Student Advisor

We are looking for Individuals who enjoy meeting new people and are on a continuous pursuit of knowledge to join our team!

Why you should join us:

Exposure to a gamut of skills and financial services we can provide our clients as a Financial Advisor
Flexibility to ear supplemental allowance while you study
Hone soft skills in networking, problem solving and more!
A blended team of individuals from various industry background to learn from

Responsibilities

Client Assessment: Engage with clients to understand their specific needs, goals, and challenges. eg. Retirement age, How many properties they want to own, how much debt, mortgage to pay off & Steps to take
Strategic Planning: Provide expertise utilising a range of financial services eg. Wealth accumulation,

Risk Management etc. to Develop tailored strategies to address client objectives

Implementation: Execute plans effectively, ensuring timely and successful delivery of services.
Planning investment time horizon and executing strategy
Identify, target and acquire clients across various wealth spectrums

Continuous Support:

Regularly engage with clients to reassess their needs and portfolio accordingly, ensuring their evolving needs are met.
Stay updated on economic developments, and industry regulations to provide accurate and up-to-date advice

Benefits:

Career progressions (Exposure to Managerial and Leadership role)

Growth and Learning opportunities

Flexible working hours and location

Attractive bonuses and incentives

Overseas conventions and exposure

1-1 Mentorship and Guidance

Supplemental Pay: