Wealth Management Trainee –Internship, Full-Time & Part-Time - Toa Payoh

placeToa Payoh scheduleFull-time calendar_month 

Commission + Bonus + Incentive

  • Client Base Provided
  • No Experience Required
  • 10 to 20 days work a month (Preferably weekends)
What you will do
  • Provide financial planning services to clients
  • Assess client’s overall financial position, and understand their needs to devise an appropriate financial plan
  • Work with support staff to establish client records and update their files
  • Maintain ongoing relationships with clients, keeping them updated about any changes affecting their finances
  • Act as liaison to insurance providers and other financial professionals
  • Support senior wealth managers in day-to-day operations
What we look for
  • At leastLocal Diploma/Advanced/Higher/Graduate Diploma in any field.
  • Required language(s): English
  • No work experience required
  • High energy individuals
  • MinAge requirement 21years old (MAS requirement)
  • SG Only
  • Eager to learn and grow as individual.
  • CAREER SWITCHER are welcome!
What we offer
  • 1 to 1 Mentorship guidance
  • Professional Development
  • Comprehensive Training Program
  • Great Opportunities for Career Progression Regional MNC
  • Competitive Bonuses + Commissions + Incentives (Overseas Trips)
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