Join the DCA Advisory family
Looking for a career? Our family of dynamic, enthusiastic talents is always growing. We welcome applications for the positions below:
Case Management Executive
Responsibilities
- Providing administrative support to our financial planners.
- Efficiently implementing procedures to ensure the financial planning process goes smoothly for clients and staff.
- Understanding all of the products offered by Blueprint and communicating these products clearly to our clients.
- Maintaining the company’s database and assist planners in gaining the information they need from clients.
Who we are looking for
- Degree in Financial Planning, Finance, Business Administration or other related fields.
- 1-3 years working experience.
- Proficient in written and spoken English.
- Able to work under tight schedules and pressure.
- Good attitude and strong discipline.
Licensed Financial Planner
Responsibilities
- Building a network of contacts to consistently attract new clients.
- Establishing honest and lasting relationships with clients.
- Providing professional and comprehensive financial solutions to clients.
- Taking charge of your own career by seeking out new clients and marketing strategies.
Who we are looking for
- Passionate to build up a professional career.
- Good communication and interpersonal skills.
- Independent and entrepreneurial mindset.