Total 6 job vacancies by J.s.f

Key Responsibilities

• Learn portfolio construction and asset allocation strategies

• Analyse global financial markets and investment trends

• Assist in designing investment solutions for clients

• Support senior advisers in portfolio reviews and client servicing

• Participate in client meetings and investment discussions

• Build relationships with new clients through networking and referrals

• Develop knowledge across investment funds, equities, fixed income, and structured solutions

• Stay updated on macroeconomic developments and market movements

Training & Development

Trainees will receive structured development including:

• Investment fundamentals and portfolio construction

• Financial market analysis

• Client advisory and relationship management

• Sales and communication skills

• Estate and wealth planning concepts

• Licensing preparation (CMFAS modules)

Key Responsibilities

• Learn portfolio construction and asset allocation strategies

• Analyse global financial markets and investment trends

• Assist in designing investment solutions for clients

• Support senior advisers in portfolio reviews and client servicing

• Participate in client meetings and investment discussions

• Build relationships with new clients through networking and referrals

• Develop knowledge across investment funds, equities, fixed income, and structured solutions

• Stay updated on macroeconomic developments and market movements

Training & Development

Trainees will receive structured development including:

• Investment fundamentals and portfolio construction

• Financial market analysis

• Client advisory and relationship management

• Sales and communication skills

• Estate and wealth planning concepts

• Licensing preparation (CMFAS modules)

Key Responsibilities

• Learn portfolio construction and asset allocation strategies

• Analyse global financial markets and investment trends

• Assist in designing investment solutions for clients

• Support senior advisers in portfolio reviews and client servicing

• Participate in client meetings and investment discussions

• Build relationships with new clients through networking and referrals

• Develop knowledge across investment funds, equities, fixed income, and structured solutions

• Stay updated on macroeconomic developments and market movements

Training & Development

Trainees will receive structured development including:

• Investment fundamentals and portfolio construction

• Financial market analysis

• Client advisory and relationship management

• Sales and communication skills

• Estate and wealth planning concepts

• Licensing preparation (CMFAS modules)

• Bookkeeping & Transactions: Maintain full sets of accounts, including recording daily transactions, managing accounts payable/receivable, and processing payments.
• Month-End Closing: Support the month-end closing process by preparing and posting journal entries, performing balance sheet reconciliations, and preparing financial reports.
• Financial Analysis & Reporting: Analyze financial data, track budgetary performance against forecasts, and highlight variances.
• Compliance & Audit: Ensure compliance with statutory regulations (e.g., GST filings), support tax reporting, and prepare documentation for internal/external audits.
• Cash Flow Management: Monitor bank balances, perform bank reconciliations, and handle intercompany billing.
• Process Improvement: Utilize tools like Excel, SAP, or ERP systems (e.g., NetSuite, Xero) to improve operational efficiency and automate tasks.

Key Responsibilities

• Learn portfolio construction and asset allocation strategies

• Analyse global financial markets and investment trends

• Assist in designing investment solutions for clients

• Support senior advisers in portfolio reviews and client servicing

• Participate in client meetings and investment discussions

• Build relationships with new clients through networking and referrals

• Develop knowledge across investment funds, equities, fixed income, and structured solutions

• Stay updated on macroeconomic developments and market movements

Training & Development

Trainees will receive structured development including:

• Investment fundamentals and portfolio construction

• Financial market analysis

• Client advisory and relationship management

• Sales and communication skills

• Estate and wealth planning concepts

• Licensing preparation (CMFAS modules)

• Bookkeeping & Transactions: Maintain full sets of accounts, including recording daily transactions, managing accounts payable/receivable, and processing payments.
• Month-End Closing: Support the month-end closing process by preparing and posting journal entries, performing balance sheet reconciliations, and preparing financial reports.
• Financial Analysis & Reporting: Analyze financial data, track budgetary performance against forecasts, and highlight variances.
• Compliance & Audit: Ensure compliance with statutory regulations (e.g., GST filings), support tax reporting, and prepare documentation for internal/external audits.
• Cash Flow Management: Monitor bank balances, perform bank reconciliations, and handle intercompany billing.
• Process Improvement: Utilize tools like Excel, SAP, or ERP systems (e.g., NetSuite, Xero) to improve operational efficiency and automate tasks.