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Wealth Associate

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  • Date Listed 06/10/2018
  • Job Type Full-Time
  • Company Website https://www.thehoneybees.sg/
  • Company Name The Honeybees
  • Education Level Diploma

At Honeybees, we are a dynamic team of young professionals. We aim to provide idea and solution for all our client's financial priorities. Your role is to significantly supports Honeybees’s performance and day-to-day decision-making processes.

Needs analysis assessment:
Accumulate information about the prospect regarding financial and other factual information. Assessing emotional make up of the client and understanding client's needs and wants. Use organised fact-finding approach

Policy administration:
Handle the paperwork involved in issuing and maintaining the policy. Handle client weekly update, eg; investment prices, market changes, regulatory changes. Submitting report to manager at the end of the week.

Personal financier
Offer continuous, meticulous and caring service to clients through half yearly reviews. Expand network and build client-financier relationship.

Requirements
- 21 years old & above
- Min Local Diploma or Degree
- Singaporean/PR


Our ideal candidate is one who possesses pro-active work ethic with a true desire to learn. He/She is an encouraging and energetic team player. And lastly, has the humility to learn and takes ownership of tasks assigned to them individually.

Hit the link and send in your application. Alternatively, you may contact 94794777to inquire more!

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Chinatown / Tanjong Pagar
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