Education: Candidate must possess at least a Diploma, Advanced/Higher/Graduate Diploma, Bachelor's Degree, Post Graduate Diploma, Professional Degree in Economics, Finance/Accountancy/Banking or equivalent.
Technical Knowledge: Thorough knowledge of basic accounting procedures (Debit/Credit) and standard financial practices.
Personal Attributes: Team player, proactive, has a good sense of responsibility, and able to work independently with minimum supervision.
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Assist advisors in preparing client-facing materials for financial, retirement, and estate planning meetings.
Support client follow-ups, schedule appointments, and maintain clear records of conversations and action items.
Gather and analyse basic financial data to help build personalised plans across income protection, healthcare, savings, investments, and education planning.
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