Wealth Management Trainee
Date Listed 28/11/2018
Job Type Full-Time
Education Level Diploma
Are you looking for a fun and exciting working environment? TRAVEL OPPORTUNITIES TOO? Come and join one of the best team there is!!
NO WORK EXPERIENCE REQUIRED! FRESH GRADS FEEL FREE TO APPLY!
BASIC PAY WITH PERFORMANCE COMMISSION AND BONUS! (UNCAPPED!!)
- Maintain ongoing relationships with clients, keeping them updated about company's products, financial changes etc.
- Work with support staff to establish client records and update their files
- Assess client's overall financial picture, understand their needs and devise appropriate financial plan
- Execute company vision by providing financial planning, insurance and investment services to clients
- Manage clients' investment portfolios
Who we are looking for:
- Able to represent us with professionalism
- FUN AND ENERGETIC!
- Must be comfortable with face to face interactions
- Must be willing to do field work, trust me it can be very fun!
- Agree to training and development
- Singaporeans and PR only
- Min. A'Level or LOCAL diploma (in any discipline)
- 21 years old and above
Sounds like you? WE WANT YOU!
Interested applicants please send your CV to: