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Job Responsibilities

Manage financial and investment portfolios for both corporate (B2B) and individual (B2C) clients, involving Investment, Risk, and Asset Management.
Analyse financial markets and investment funds, including Equities, ETFs, Bonds, and Unit Trusts.
Provide integrated wealth solutions across Wealth Preservation, Partnership Management and Business Succession Planning.
Onboarding and management of clients investment portfolios using digital financial platforms s

Management Associate (Finance)