You are the synergistic link connecting our Strategy team’s strategic insights with our Creation teams’ creative output.
Your ownership allows the Strategy team to Solve for the Customer and enables the Creation team to Draw the Owl effectively.
Organisational Excellence: Possess excellent organisational and communication skills, with a demonstrable ability to handle multiple priorities simultaneously.
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Effective Communication skills, including clear presentation abilities and the capacity to build trust with diverse individual and corporate clients.
Relevant academic background in finance, business, economics, or a related field; professional certifications in financial planning or advisory are an advantage.
High level of integrity, client-centric mindset, and commitment to regulatory compliance and ethical standards.
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Excellent communication and interpersonal skills, with the ability to explain complex financial concepts in clear, accessible language.
Proven client relationship management skills, including trust-building, needs assessment, and ongoing client support.
Bachelor’s degree in Finance, Economics, Business, or a related field; relevant professional certifications (e.g., CFP, CFA, CWM) are an advantage.
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• Engage and build long-term relationships with clients to understand their financial goals, concerns, and aspirations
• Provide sound financial advice and tailor strategies across areas such as Wealth Protection, wealth accumulation, and wealth distribution/ legacy building
• Design personalized financial portfolios that evolve with clients through different life stages
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Expertise in insurance products and risk management to provide suitable coverage and protection strategies for clients.
Relevant academic background in Finance, Economics, Accounting, Business, or a related field; professional certifications in financial planning or wealth management are an advantage.
Strong analytical, problem-solving, and numerical skills, with attention to detail and accuracy.
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Assess and analyze incoming business requests against current Workday Financials configuration (e.g. Core Financials, Procurement, Financial Reporting, or related modules as assigned)
Translate finance business requirements into system configuration and functional specifications
Manage requests related to financial processes, and reporting through the full lifecycle — intake, impact assessment, prioritization, build, testing, and deployment
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Are you a fresh graduate looking for an exciting career with unlimited growth opportunities? If you're driven, ambitious, and eager to succeed, this role is your chance to build a rewarding career in financial services!
Ready to build a fulfilling career? Apply now and take the first step!