JOB RESPONSIBILITIES:

• To conduct services on ground but not limited to servicing, food ordering, reservations, cashiering duties etc
• To undergo trainings for the skill sets of non-supervisory roles to understand and perform the functions
• To undergo trainings for supervisory roles and responsibilities so as to be able to lead and manage both operations and management
• Complete all trainings and acquire the knowledge and skills to perform independently within the targeted timeline up to Assistant Manager
• Perform duties in the best interest of the Company, ensuring that the corporate Vision, Mission statement and Values are upheld
• Ensuring all policies and procedures of the company are followed accordingly
• Any other jobs or duties assigned by the Restaurant Manager from time to time

JOB REQUIREMENTS:

- Minimum 1 year working experience in Food & Beverages industry

- Fresh Graduates are welcomed to apply too

- Possess good working Attitude

- Team player with good interpersonal communication skills, positive attitude, enthusiasm, and initiative

Job Summary

As Management Associate, you will support our Chief of Staff in the execution of strategic initiatives and cross-functional projects to help Geniebook achieve its mission of being the largest education company in Southeast Asia. This role is dynamic and will work with all departments and all levels of the organisation. The ideal candidate will possess an ability to learn quickly, strong organisation, communication, and execution abilities, and a passion for education technology.

Jobscope:

• Manage cross-functional strategic projects under the Chief of Staff’s guidance to help Geniebook achieve its mission of being the largest education company in Southeast Asia
• Coordinate with internal and external stakeholders to ensure effective communication and collaboration on key projects
• Provide high-level administrative support to the company, including monitoring key business metrics, planning and facilitation of leadership meetings and Company Round-Ups, and preparing reports to investors and the Board
• Explore and follow through on potential partnerships, new business opportunities, and new revenue streams for Geniebook
• Identify high-leverage opportunities for improvement within the company, devise solutions, and bring them to life to create organisation-wide impact
• Other ad-hoc tasks as required (no two days are the same!)

Job Requirements:

• Good Bachelor’s Degree in business administration or other relevant fields
• 1-2 years of work experience; outstanding fresh graduates with internship experience are also welcome to apply
• Passionate about education, the edtech industry, and/or creating impact
• Excellent project management and organisational skills
• Strong attention to detail and ability to prioritise tasks effectively
• Responsible, proactive, and resourceful in problem-solving
• Exceptional written and verbal communication skills and interpersonal skills
• Proficient in Microsoft Office / Google Suite and comfortable with technology
• Ability to work independently and collaboratively in a fast-paced environment
• Can-do attitude and a willingness to learn and adapt to changes

Job Description

• Preparation of financial proposals to be presented to clients.
• Assist with structuration of facilities and coordination with Lawyers and other Departments from the bank.
• Research on potential business opportunities and contribution to new business development.
• Preparation of credit applications.
• Monitoring of risk and financial covenant.

Skills & Qualification:

• Degree preferably in Finance or Accountancy and possess basic financial analysis skill
• Ability to communicate effectively both verbally and in writing
• Solid work ethic and integrity
• Strong attention to detail
• Ability to follow established procedures and policies
• Proficient PC skills including Excel, Word and Powerpoint software
• Ability to work closely and effectively with other teams
• Must be able to read, write and speak French as the incumbent acts as a liaison officer between Singapore branch and head office in Paris
• Must be able to translate documents from French to English and vice versa

Footnotes:

1. Personal data collected will be used for recruitment purposes only, and the data collected will be anonymized or deleted when there is no longer a business or legal purpose for such personal data.

2. We regret that only shortlisted candidates will be contacted.

The Management Trainee's main responsibilities include providing excellent customer service, and assisting and advocating customers' in-store ongoing promotions to boost outlet sales. The Management Trainee will also carry out food order preparation, support the kitchen crew when in need, as well as in charge of sanitising food in preparation areas and cleaning duties when required.

Job Descriptions:

• Assist the Operations Manager on the floor in service operations.
• Assist in managing F&B and daily operations of restaurant outlets in accordance with company standards
• and budgeted guidelines.
• Display and always maintain excellent levels of internal and external customer service.
• Identify customers’ needs and respond proactively to all their attention.
• Be attentive requests guests’ requests efficiently and effectively.
• Responsible for setting up and handling workstation(s) assigned.
• Perform effective problem-solving skills when necessary.
• Ensure cleanliness and work order in compliance with standards at all times.

Job Requirements:

• At least 2 years experiences in restaurant service
• Candidate must possess at least a Diploma in any field
• Ability to spot and resolve problems efficiently
• Ability to multi-task and delegate task efficiently to team
• Guest-oriented and service-minded
• Strong management skills with the ability to lead and motivate a team

Job Title: Retail Management Trainee

Location: Singapore (Outlet-Based)

Job Description

Join our Retail Management Trainee program to gain hands-on experience in retail operations and leadership. This role prepares you for a future managerial position with structured training and real-world exposure.

Responsibilities

1. Store Operations

- Manage daily store activities, including opening, closing, and maintaining standards.

- Oversee inventory and stock levels.

2. Customer Experience

- Deliver excellent service and create a positive shopping environment.

- Contribute to sales goals and customer satisfaction.

3. Team Leadership

- Support staff supervision, teamwork, and productivity.

- Assist with staff training and ensure adherence to company policies.

4. Merchandising and Displays

- Implement merchandising strategies and maintain attractive displays.

- Align product displays with company guidelines.

5. Performance Analysis

- Track store performance and assist in preparing sales and inventory reports.

- Identify areas for improvement and suggest solutions.

6. Training and Development

- Participate in training to develop retail management skills.

- Take on responsibilities to prepare for leadership roles.

Requirements

- Passion for retail and a customer-first approach.

- Strong communication, adaptability, and problem-solving skills.

- Self-motivated and eager to learn.

- Available to work weekends and public holidays.

Why Join Us

This program offers hands-on training, career progression, and the chance to become a skilled leader in retail. Be part of a vibrant team and start your journey in retail management!

Participating in meetings, workshops, and other learning opportunities.

Observing and learning from experienced staff members.

Gaining knowledge of company policies, protocols, and processes.

Taking detailed notes and liaising with Managers, Supervisors, and other senior staff.

Fulfilling any requirements and meeting goals set out at the start of the traineeship.

Following all company regulations.

Requirements

• A Level or Local Polytechnic Diploma
• Experience in a management role or similar.
• Excellent written, verbal, and interpersonal skills.
• Proficiency in MS Office.
• Superb attention to detail.
• Strong leadership skills.
• A positive attitude and willingness to learn.
• Willingness to work overtime if required.
• Excellent time management skills.

The Management Trainee's main responsibilities include providing excellent customer service, and assisting and advocating customers' in-store ongoing promotions to boost outlet sales. The Management Trainee will also carry out food order preparation, support the kitchen crew when in need, as well as in charge of sanitising food in preparation areas and cleaning duties when required.

Job Descriptions:

• Assist the Operations Manager on the floor in service operations.
• Assist in managing F&B and daily operations of restaurant outlets in accordance with company standards and budgeted guidelines.
• Display and always maintain excellent levels of internal and external customer service.
• Identify customers’ needs and respond proactively to all their attention.
• Be attentive requests guests’ requests efficiently and effectively.
• Responsible for setting up and handling workstation(s) assigned.
• Perform effective problem-solving skills when necessary.
• Ensure cleanliness and work order in compliance with standards at all times.

Job Requirements:

• At least 2 years experiences in restaurant service
• Candidate must possess at least a Diploma in any field
• Ability to spot and resolve problems efficiently
• Ability to multi-task and delegate task efficiently to team
• Guest-oriented and service-minded
• Strong management skills with the ability to lead and motivate a team

Investment Management Associate:

- Represent a top Global Bank

- Portfolio Management (Unit Trusts and Funds)

- Update investors on market movements

- Onboarding of new investors through Business Development

- Attend monthly investment monthly fund house talks and market updates (fully funded by company)

- Relationship Management with existing clients and external stakeholders

Training provided:

- Training by more than 30 Global Asset Managers such as BlackRock, JP Morgan, Goldman Sachs, Franklin Templeton, Schroders

- In-house training by professional and external trainers

- Training allowance provided for successful candidates

- All training fees paid by company

- Communications training

- Human relations training

- Leadership Training

Why Join Us:

- Clear career progression

- Competitive salary

- Collaborative environment

- Monthly and Quarterly Incentives (Monetary and Non-Monetary)

Requirements:

- Able to work and communicate well in a highly collaborative environment

- Team Player

- Bachelor's Degree

- Go getter

- Candidates with a background in Wealth Management or Banking & Financial Services would have an added advantage

Job Title:

Fund Management Associate:

- Represent a Top global bank

- Portfolio Construction and Portfolio Management

- Update investors on market movements

- Business Development to onboard new investors

- Attend investment monthly fund house trainings (fully funded by company)

- Relationship Management with existing clients

- Leading a Team of associates after 1 year

Training provided

- Monthly investment training by TOP fund houses (JP Morgan, Goldman Sachs, Franklin Templeton etc.)

- In-house training by professional and internal trainers

- Training allowance provided for successful candidates

- All training fees paid by company

- Communications training

- Human relations training

- Management training

Requirements:

- Go Getter

- Able to communicate well with clients

- Teamplayer

- Polytechnic diploma / Full 'A' Level Cert / Degree

- Grads are welcome

- No experience

Mon - Thurs: 8:30 a.m. - 6 p.m

Fri: 8:30 a.m. - 5:30 p.m

This role overseeing and handle company's facilities maintenance

and administrative duties

1. Handles proactive and preventative maintenance works to the building facilities/ system/ equipment (Example: telephone system, goods hoist lifts system, passenger lifts system, car lift, dumbwaiter, ACMV system, fire protection system, sanitary & plumbing system etc.). To ensure that all systems are in good functioning condition. If any repair or replacement are required, source for quotations and coordinate with the various stakeholders for the work to be carried out.

2. Make frequent trips to the various facilities within the Group to carry out routine inspection.

3. Contact and coordinate with both internal and external stakeholders / vendors on all the service maintenance, repair works and scheduling matters.

4. After completion by external vendor, conduct visual inspection to ensure that the works are carried out properly and satisfactorily.

5. Conduct bi-weekly night inspection to ensure the functionality of all the building signage and building security lighting.

6. Administrative duties such as preparation, verification & processing of Purchase Requisition/ Purchase Order and Invoices etc.

7. Updating of maintenance schedule and incurred expenditure reports.

8. Prepare annual building maintenance expenditure and budgetary reports.

9. Renewal of factory license, signage advertisement license, electrical installation license, subletting application, etc., and submission of new applications to relevant authorities whenever necessary.

10. To ensure that there is adequate stock for all toiletries and groceries supplies and place order if the stock is running low.

11. Prepare proposal to the management for any proposed improvement/ repair/ replacement work.

12. Assist in any ad hoc A&A/ upgrading/ improvement projects. Coordinate with the project consultants/ contractors and monitoring the project progress.

13. Review of drawings, building plans to ensure that the design specification complies to the owner’s requirement as well as to the statutory code of practice/regulation.

14. Quality control of work done by contractor to ensure that all works carried out are in accordance with the approved drawings, work scopes and technical specifications.

15. Any other suitable duties that may be assigned by the Management from time to time

The Facility Management Director will oversee the comprehensive management and maintenance of retail fuel stations. This role involves ensuring the efficient operation, safety, and compliance of all facilities within the programme. The ideal candidate will have extensive experience in facility management, particularly within the retail fuel industry, and possess strong leadership and strategic planning skills.

Key Responsibilities:

• Strategic Planning: Develop and implement facility management strategies to ensure the optimal operation of all retail fuel stations.
• Budget Management: Prepare and manage the annual budget for facility operations, maintenance, and capital improvements.
• Maintenance Oversight: Oversee routine and preventive maintenance of all building systems, including HVAC, electrical, plumbing, and safety systems.
• Compliance and Safety: Ensure all facilities comply with relevant laws, regulations, and safety standards. Conduct regular inspections and audits.
• Vendor Management: Manage relationships with contractors and service providers. Negotiate contracts and ensure quality service delivery.
• Project Management: Lead and coordinate renovation, refurbishment, and new construction projects. Ensure projects are completed on time, within budget, and to the required standards.
• Risk Management: Identify potential risks and develop mitigation strategies. Ensure emergency preparedness and response plans are in place.
• Team Leadership: Recruit, train, and manage a team of facility management professionals. Foster a culture of continuous improvement and professional development.
• Sustainability Initiatives: Implement and promote sustainable practices to reduce environmental impact and operational costs.
• Reporting: Prepare and present regular reports on facility conditions, operational efficiency, and financial performance to senior management.

Personality Traits:

• Proactive: Anticipates issues and addresses them before they become major problems. Takes initiative in improving processes and systems.
• Strategic Thinker: Able to develop long-term plans and strategies to enhance facility operations and efficiency.
• Ethical: Demonstrates integrity and ethical behavior in all decisions and actions.
• Reliable: Consistently dependable in managing tasks and responsibilities. Builds trust with team members and stakeholders.
• Accountable: Takes responsibility for actions and outcomes. Ensures transparency and accountability in all operations.
• Excellent Communicator: Effectively communicates with clients, vendors, and team members. Able to convey complex information clearly and concisely.
• Adaptable: Flexible and able to adjust to changing circumstances and priorities. Embraces new challenges and opportunities.
• Leadership: Inspires and motivates the team. Provides clear direction and support to achieve organizational goals.

Qualifications:

• Bachelor's degree in Facility Management, Engineering, Business Administration, or a related field. A Master's degree is preferred.
• Minimum of 10 years of experience in facility management, with at least 5 years in a leadership role within the retail fuel industry.
• Strong knowledge of building and fuel systems, maintenance practices, and safety regulations.
• Excellent project management skills, with a proven track record of managing large-scale programmes.
• Strong financial acumen and experience in budget management.
• Exceptional leadership and team management skills.
• Excellent communication and interpersonal skills.
• Ability to work under pressure and handle multiple tasks simultaneously.
• Professional certifications such as Certified Facility Manager (CFM) or equivalent are highly desirable.

Working Conditions:

• This role may require travel to various retail fuel station locations.
• Ability to work flexible hours, including evenings and weekends, as needed.

Our Client:

• Reputable Engineering Company
• 5 Days, Monday to Friday
• Location: East Region
• Up to $5000 per month

Responsibilities:

• Communicating with upper management to develop strategic program and to exert strategic influence to align project’s with business’s goals.
• Define project scope, objectives, project budget, schedule and technical requirements from strategic plans.
• Responsible for the smooth running of projects by tracking progress and updating management on status, budgets, irregularities and risks timely.
• Ability to manage organization’s operation costing against project budget and expenses to attain revenue realization.
• Business Partnering focus with customers and the ability to detect unstated assumptions, resolve conflicts and handle complex management issues.
• Recognize risks that can impact project success and measuring them throughout the lifetime of the project.
• Monitoring program and project performance of both internal and external service providers.
• Handle escalations professionally with vendors and customers.
• Ability to perform Scalability, Interoperability and Portability Analysis.
• Create comprehensive project documentation such as training guides, quality assurance guidelines and project reports.
• Able to manage large and diverse teams handling different project segments.
• Presenting data and updates to Senior Management on projects’ performance.

Requirements:

• Minimum Diploma Certificate in relevant disciplines.
• Possess Project Management Professional (PMP) Certificate or equivalent is preferred.
• Minimum 3 years experience in manufacturing industry.
• Have experience in overseeing projects from scratch.

For interested applicants, please click “Quick Apply”

We regret to inform that only shortlisted candidates would be notified.

By submitting your personal data and/or resume, you will be deemed to have agreed and consented to us collecting, using, retaining, and disclosing your personal information to prospective employers for their consideration.

Quay Choon Lan Joanne (Guo Chunlan) | EA Reg No: R24121479
JTE Recruit Pte Ltd | EA Lic No: 14C7215

About the role:

As a Financial Planning Associate on our Management Trainee Path, you will receive comprehensive training and hands-on experience in all aspects of financial planning, including budgeting, investment strategies, risk management, retirement planning, and client advisory. You will have the opportunity to work closely with our agency leaders, participate in cross-departmental projects, and gain exposure to strategic decision-making processes.

The goal is to prepare you for a future leadership position within the company, helping you transition into a managerial role within 18-24 months, depending on your progress.

Key Responsibilities:

• Acquiring clients and providing ongoing service to build and maintain long-term, sustainable relationships.
• Assist in creating financial plans for individuals and businesses, considering their long-term goals, risk tolerance, and financial situation.
• Support clients with risk management, wealth accumulation, retirement and legacy planning.
• Conduct market research and stay up-to-date with the latest financial trends and regulatory changes.
• Attend training sessions, workshops, and leadership development programs to accelerate your career growth.
• Take on increasing responsibility, including managing client accounts and leading projects as you progress through your career.

Requirements:

• Singaporean or Singapore Permanent Residence Only.
• At least 21 years old (regulatory requirement).
• Full diploma of at least 2.5 years or 900 hours of coursework, GCSE ‘A’ Level certificate or a degree holder.
• Local polytechnic diploma or Bachelor Degree or higher.
• Required to take 4x CMFAS Papers: RES5, M9, M9A, Health Ins (HI) (Training will be provided)
• Strong communication and interpersonal skills, ambitious and hard-working.
• Able to work independently and as part of a team.

Job Title:

Fund Management Associate:

- Represent a Top global bank

- Portfolio Construction and Portfolio Management

- Update investors on market movements

- Business Development to onboard new investors

- Attend investment monthly fund house trainings (fully funded by company)

- Relationship Management with existing clients

- Leading a Team of associates after 1 year

Training provided

- Monthly investment training by TOP fund houses (JP Morgan, Goldman Sachs, Franklin Templeton etc.)

- In-house training by professional and internal trainers

- Training allowance provided for successful candidates

- All training fees paid by company

- Communications training

- Human relations training

- Management training

Requirements:

- Go Getter

- Able to communicate well with clients

- Teamplayer

- Polytechnic diploma / Full 'A' Level Cert / Degree

- Grads are welcome

- No experience

Responsibilities:

Gain deep and thorough knowledge of the company’s food or beverage operation by rotating on each position
Maximizing sales and profitability of outlets
Progressively master the skills to run restaurant operations
Responsible for manpower scheduling, administrative matters, performance management and inventory control where necessary
Ensure new employees are trained properly
Follow up on the training progress of employees
Ensure compliance in all areas, Company policies and procedures
Uphold safety, hygiene and cleanliness as required by NEA regulations and company requirements
Preparing of business reports and other ad-hoc duties
Consistently monitor individual performance and progression with your superior and management
Upon completion of all basic training, set new goals and objectives with the management for your progression in the company

Requirements:

Passion for service
Excellent and positive service attitude
Candidate must be highly motivated, independent and able to multi-task
Able to work shifts, on weekends and public holidays
Possess positive attitude and initiative

General Manager Job Description Template

We are looking for a self-motivated and results-driven general manager to direct and manage our organization's business activities and to develop and implement effective business strategies and programs.The successful candidate for this role should possess excellent communication skills, superior knowledge of business functions, exceptional budgeting, and finance skills, and strong leadership qualities.

General Manager Responsibilities

· Oversee day-to-day operations, assign weekly performance goals and ensure their completion, and accomplish your own goals

· Recruit, onboard, and train high-performing employees to achieve objectives for sales, profitability, and market share

· Develop strategic plan for optimized productivity

· Review and improve organizational effectiveness by developing processes, overseeing employees, establishing a highly motivational work environment, and implementing innovative changes

· Adhere to company standards for excellence and quality

· Seek out opportunities for expansion and growth by developing new business relationships

· Provide guidance and feedback to help others strengthen specific knowledge/skill areas

· Maintain project timelines to ensure tasks are accomplished effectively

· Develop, implement, and maintain budgetary and resource allocation plans

· Delegate responsibilities to the best-qualified employees and enforce all policies, procedures, standards, specifications, guidelines, training programs, and cultural values

· Resolve internal staff conflicts efficiently and to the mutual benefit of all involved

General Manager Required skills and qualifications

• Degree in business management or any related field.
• Good knowledge of different business functions
• Proven success in a managerial role
• Strong decision-making ability
• Excellent communication, collaboration, and delegation skills
• Proven ability to develop and achieve financial plans
• Ability to motivate and lead employees, and hold them accountable
• Strong working knowledge of operational procedures
• Meticulous attention to detail.
• The ability to work under pressure.
• Availability to work within opening hours (e.g. evenings, holidays, weekends).

Conduct market research to identify selling possibilities and evaluate customer needs

Actively seek out new sales opportunities through networking and social media

Prepare and deliver appropriate presentations on products and services

Create frequent reviews and reports with sales and financial data

Ensure the availability of stock for sales and demonstrations

Participate on behalf of the company in exhibitions or conferences

Negotiate/close deals and handle complaints or objections

Gather feedback from customers or prospects and share with internal team

Proven experience as a Sales Executive or relevant role

Proficiency in English Excellent knowledge of MS Office

Thorough understanding of marketing and negotiating techniques

Fast learner and passion for sales Self-motivated with a results-driven approach

Aptitude in delivering attractive presentations

· Risk Management with focus on counterparties risk management, market risk, credit risk, country risk, trade compliances, system control, legal and compliance risks.

· Review trading & credit limits of new and existing counterparties, involving in-depth analysis of counterparty’s financial standing, business outlook, risks and opportunities.

· Responsible in identifying, analyzing and assessing risks, controls and processes in operation of the existing business & new business.

· Report the findings and recommend processes, systems and control points to manage both inherent and residual risks as well as improve weaknesses in the system/ business operations.

· Ensure the development, implementation and improvement of the overall effectiveness of risk management SOP and policy

· Active participation in the development of information systems and databases to accurately capture trade & credit exposures in consolidated form.

· Ensure competent, dedicated and motivated workforce to achieve the goal

Requirements:

· Candidate should possess (Hons) Bachelor's Degree in Accounting/ Finance / Economics / Business Science / Engineering

· Minimum 5 years of working experience preferably in the commodity industry with specific exposure to risk management related field or credit risk management

· Candidate must possess:

Ø good leadership

Ø good communication and interpersonal skills

Ø high level of integrity and credibility

Ø positive working attitude and highly motivated

Ø good planning and organizing skills

Ø commercial awareness

About the Role

We are seeking a dynamic and motivated Management Executive to join our team and drive capital-raising initiatives. In this role, you will play a pivotal part in securing funding to fuel the growth and success of our organization. If you have a passion for finance, excellent relationship-building skills, and a strategic mindset, we want to hear from you!

Key Responsibilities

• Develop Capital-Raising Strategies: Identify funding requirements and create detailed strategies to secure investments.
• Engage with Investors: Build and maintain relationships with investors, venture capitalists, and financial institutions.
• Prepare Financial Documentation: Craft compelling business proposals, pitch decks, and financial models to attract potential investors.
• Conduct Market Research: Analyze market trends to identify funding opportunities and assess potential risks.
• Collaborate with Internal Teams: Work closely with finance, legal, and business development teams to align capital-raising activities with company objectives.
• Manage Fundraising Campaigns: Lead end-to-end fundraising campaigns, including negotiations, due diligence, and closing.
• Monitor Fund Utilization: Ensure that raised funds are allocated and used effectively in alignment with organizational goals.
• Compliance and Reporting: Ensure adherence to all regulatory requirements and maintain transparent reporting for stakeholders.

Qualifications

• Bachelor’s degree in Finance, Business Administration, or a related field (Master’s preferred).
• Proven experience in capital raising, corporate finance, or investment banking.
• Exceptional communication and presentation skills.
• Strong analytical and strategic thinking abilities.
• Ability to build relationships and influence stakeholders.
• Proficiency in financial modeling and analysis.

What We Offer

• Competitive salary and benefits package.
• Opportunities for professional growth and development.
• Collaborative and innovative work environment.
• Chance to make a tangible impact on the company’s growth.

Job Description

- Represent a top Global Bank

- Portfolio Construction and Portfolio Management

- Update clients on market movements and the economy

- Business Development to onboard mass affluent and high net worth clients

- Attend investment monthly fund house trainings (fully funded by company)

- Relationship Management with existing clients

- Introduction of Wealth Management tools to clients

- Customised career progression (Sales or Management Track)

Training Provided

- Monthly investment training by more than 30 Global Asset Managers (JP Morgan, Goldman Sachs, Franklin Templeton, BlackRock etc.)

- In-house training by professional and internal trainers

- Training allowance provided for successful candidates

- Communications training

- Management training

- Structured training to put you on the path of success

Requirements

- Go Getter

- Excellent communication skills

- Highly motivated individuals who work well in a team

- Local Diploma / Full 'A' Level Cert / Degree

- Candidates with a background in Wealth Management or Sales would have an added advantage

Responsibilities:

1. Portfolio Analysis:

- Conduct in-depth analysis of investment portfolios, assessing performance metrics and risk factors.

- Utilize financial techniques to evaluate potential investment opportunities.

2. Market Research:

- Stay abreast of financial market trends, economic indicators, and industry developments.

- Analyze market data to provide insights into investment strategies and potential risks.

3. Client Interaction:

- Collaborate with clients to understand their financial goals, risk tolerance, and investment preferences.

- Provide regular updates on portfolio performance and recommend adjustments based on client objectives.

4. Asset Allocation:

- Assist in developing and implementing asset allocation strategies tailored to clients' investment objectives.

- Monitor and rebalance portfolios to ensure alignment with strategic asset allocation targets.

5. Due Diligence:

- Conduct due diligence on potential investment opportunities, assessing financial statements, management teams, and market conditions.

- Prepare comprehensive reports outlining investment recommendations and associated risks.

6. Regulatory Compliance:

- Ensure compliance with relevant financial regulations and internal policies.

- Stay informed about changes in regulatory requirements and industry best practices.

7. Performance Reporting:

- Generate and present performance reports to clients, highlighting investment returns, risks, and market conditions.

- Analyze performance metrics and make recommendations for optimizing portfolio performance.

8. Relationship Management:

- Cultivate and maintain strong relationships with clients, addressing inquiries and providing exceptional service.

- Collaborate with internal teams, including financial advisors and risk management, to enhance client satisfaction.

9. Technology Utilization:

- Leverage financial software and tools for data analysis, risk assessment, and portfolio management.

- Stay current on advancements in financial technology to enhance operational efficiency.

10. Continual Learning:

- Engage in ongoing professional development to stay current on industry trends, investment strategies, and financial products.

- Pursue relevant certifications to enhance knowledge and credibility in the field.

Qualifications:

- Bachelor's degree, Local Diploma, A Levels

- Strong analytical and quantitative skills.

- Excellent communication and interpersonal skills.