The common responsibilities for this position include identifying client objectives, offering financial consultancy, developing investment strategies, analyzing investment portfolios, preparing investment proposals and portfolio review reports, and undergoing on-the-job training to enhance financial management expertise. Additionally, responsibilities encompass providing comprehensive analysis on investment, taxation, retirement, insurance, and estate planning, assisting clients with medical resource management, and staying updated on financial trends. Trainees are also expected to participate in team-building activities, learn management skills, and engage in cross-functional projects and job rotations to foster career development.
The percentages next to each skill reflect the sector’s demands in these respective skills. E.g., 30% means this skill has been listed in 30% of all the job postings in this sector.
The skills distribution tells you what specific skill sets are in demand. E.g., Skills with a distribution of “More than 50%” means that these skills are wanted in more than 50% of the job postings.
Job classifications that have advertised a position
Academic degree required as indicated by all job postings
Job subclassifications that have advertised a position