• Candidate must possess at least a diploma in Finance/Accountancy/Banking, Marketing or equivalent.• Min 2 years sales and service experience in the financial or service industry. (Candidates with less than 2 years’ experience in the relevant field will be considered for junior roles)• Possess strong interest in financial planning, investment and lending• Excellent communication and interpersonal skills. Able to deliver and maintain high quality of customer service.• Open-minded and comfortable working in a fast-paced environment where no two days are the same as it is a start-up company.• Possess own transport and willing to travel.
Bachelor's degree in Finance, Accounting, Business, Law, Economics, or a related field.
1–3 years of experience in family office, wealth management, trust, corporate services, banking, audit, tax, or a related professional services environment.
Basic understanding of trust structures, estate planning, wealth preservation, and corporate structures is an advantage.
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