Careers

Responsibilities:

You will help oversee and coordinate interactions with prospects and clients. This will include attending client meetings with the Chief Financial Architect, aiding in crafting Financial Architecture recommendations for clients, preparing client presentations, and supporting the fulfillment of ad hoc projects and initiatives.

You will also do research on financial markets and latest economic news, and analyze financial and economic data.

Qualifications:

• At least 2 years of working experience preferably in finance, investments, and/or client management

• Trustworthy to handle people’s life savings
• Interested in people and interesting to people (i.e. good people skills)
• Can analyze complex information and explain in an easy to understand way
• Stable work from home setup (has his/her own laptop and strong internet)
• Being adept in Excel formulas and/or coding is a plus

Responsibilities:

You will help oversee and coordinate interactions with prospects and clients. This will include attending meetings with the Chief Financial Architect, aiding in crafting Financial Architecture recommendations for clients, preparing client presentations, leading client relationships, and building up business clientele.

You will also do research on financial markets and latest economic data.

Qualifications:

• At least 5 years of working experience preferably in finance, investments, and/or client management

• Trustworthy to handle people’s life savings
• Interested in people and interesting to people (i.e. good people skills)
• Can analyze complex information and explain in an easy to understand way
• Stable work from home setup (has his/her own laptop and strong internet)
• Being adept in Excel formulas and/or coding is a plus