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Client's Wealth Financial Planning Full-time Job

10 months ago Financial Services Singapore 380 views
Job Details

The Opportunity

In this opportunity, you will be someone with a drive for excellence, an entrepreneurial spirit and a strong sense of ethics. Over a period of 18 months, you will undergo with accelerated induction experience to fast-track and gaining exposure throughout your career in the financial industry to the next level. This is where you will learn and appreciate different aspects of the business, within one out of two choices of business segments or corporate functions of your choice.

  • Personal Wealth Management (Risk management & Investments)
  • Wealth Protection Strategy (Risk Management)
  • Wealth Distribution
  • Property Planning
  • Investment Management
  • Companies Employee Benefits
  • Corporate Business Retention Strategy (Boost company productivity)

Job Scope

  • Evaluate financial standings to prospective clients
  • Identify & execute risk management solutions
  • Crafting suitable financial portfolio to recommend to prospective clients
  • Maintaining long-long & strong relationships with investors
  • How to manage existing clients relations
  • Branding and product awareness
  • How to implement strategic business plans, training programs, talent attraction, wealth management and risks management.

The Takeaway

  • CMFAS Professional Certificates (Sponsored by Company)
  • Understand different structured product features
  • Understand different investment options & risks
  • Understand different risk management products

What you learn

  • Hand-on portfolio management, valuation and returns analysis to support investment decisions
  • Neuro-linguistic Programme (NPL) skills
  • Leadership training and development

Requirement [No experience are welcome]

  • Local Diploma or Bachelor’s degree from a recognised university
  • Not more than three years of full time work experience
  • An impressive track record in leadership
  • Fluency in English and preferably a second language
  • Fresh graduates or graduates with less than 5 years of working experience.
  • Strong interest in persuasion skills & personal growth is an added bonus
  • Able to communicate in mandarin, as needed to liaise with mandarin speaking clients
Company Description
Established as one of the youngest & fastest-growing market leader organisation in financial industry in Singapore.Founded in 2017, with a group of 25 employees between the ages of 21 - 28. We are a vibrant community with a strong core emphasis of knowledge to bridge the gap between our vision and tough competition. We believe in grooming next generation of leaders to be more adept in using financial knowledge to better people's lives. Well versed in core competencies in Funds, we aim to help their clients achieve their targeted financial goals with knowledge of financial concepts which has been successful in helping our client achieve their intended financial objective with proven track records.We have been actively launching campaigns & initiatives collaborating with their business partners to enhance client’s portfolio targeting specific channels like Medical, Health & Fitness, Education, Lifestyle.