Finance Associate (Fresh Graduates)
J.S.W
Key Responsibilities
- Conduct research on financial markets, investment products, and economic trends
- Assist in analysing equities, funds, bonds, insurance, and other financial products
- Prepare financial analysis, presentations, and investment-related reports
- Support senior consultants in developing financial and investment strategies
- Understand clients' financial goals, needs, and risk profiles
- Assist with portfolio reviews and financial planning discussions
- Monitor market developments and communicate relevant insights
- Participate in client meetings, seminars, networking events, and investment briefings
- Maintain accurate client and investment records
- Continuously develop knowledge of financial markets and investment products
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