Advisors' Clique is a group of financial consultants representing Great Eastern Financial Advisers Pte Ltd.
We believe that a successful life is a planned journey, not just a destination – an adage we adhere to with our clients and our associates. We believe in constantly evolving to be ahead of the curve; for in doing so, then can we be progressive leaders in the FP industry. Only then can we serve our clients well. Only then can we keep our promise to all who share the same goals and values system to bring them to greater heights of a well worth journey.
We believe in being committed. We are committed to delivering the best financial advice and practices to our clients. Because your DREAMS matter. We are committed to our dedication towards the continued growth of a positive, long lasting relationship with all associates served by us. Because TEAM matters.
Last but not least, we believe that traditional values are equally if not more important than professional values in our fast-paced, ever-changing financial landscape. We thus focus on understanding and preserving a set of values with the aim to:
- achieve sound financial objectives for our clients; &
- ensure that every member that the distribution group strives to serve, continues to do what is best for the team.
These are Advisors’ Clique’s 7 core values that we hold steadfast to, as a beacon in our quest, in our philosophy – that YOU matter.
Job Description
Looking for an exciting career in the finance sector? We have the right opportunity for you!
The Management Trainee Associate program offers graduates a chance to embark on a challenging and rewarding career path in the aspects of financial sector, in addition, you will also get to learn the in and out of the management of the financial sector!
Trainees will gain hands-on experience, develop essential skills and build a solid foundation in the financial sector! Let us embark on this exciting journey together!
Responsibilities
- Identifying market segments and developing a strategy for approaching individuals within each segment.
- Qualifying and obtaining appointments with potential clients.
- Obtaining and analysing detailed information on a prospect's financial status, needs and goals.
- Helping clients address service needs; handling or delegating administrative details of policy application, delivery and changes.
Requirements
- Candidates who require work passes need not apply
- Candidates with no experience are welcome to apply
- Good problem-solving skills and attention to detail
- Strong communication and interpersonal skills
- Good knowledge of banking, wealth management & insurance products is an added advantage
Qualifications
- Minimum full certificate in GCE 'A' Level, diploma or degree awarded by a local polytechnic.
Benefits
- Training provided
- Hybrid working environment
- Commission scheme and transition scheme - subject to qualifying requirements
- Incentives such as Overseas trips - subject to qualifying requirements
Are you keen to find out more about the role? Apply now!
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- Company:
Advisors' Clique - Designation:
Management Trainee Associate - Profession:
Banking / Finance - Industry:
Finance - Location:
Outram