• Assist qualified/licensed financial advisors in preparing financial plans for clients.
• Draft proposals for clients.
• Handle and manage follow-ups on new business cases.
• Conduct product comparisons across different providers.
• Assist in analyzing and comparing unit trust funds.
• Update the company’s monthly market outlook.

• Currently pursuing or holding a Diploma, Degree, or Professional qualification, preferably in Finance or Financial Planning.
• Strong work ethic with a responsible and proactive attitude.
• Prior work experience is an advantage but not required.
• Self-motivated with strong communication and interpersonal skills.
• Proficient in English.