Fresh graduates with a Diploma or Degree in Finance, Accounting, Economics, Business, Banking, Business Analytics, or a related field are encouraged to apply
Strong analytical, critical thinking, and problem-solving skills
Good understanding of financial statements, financial analysis, and basic business concepts
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Minimum 1–2 years of experience in warehouse, store, logistics, inventory, or delivery operations. Fresh graduates with relevant qualifications may also be considered.
Basic knowledge of inventory control, stock counting, receiving and issuing procedures.
Able to prepare, pack, label and dispatch goods accurately.
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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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