Choice Advisory offers recruitment services and management consultancy to our clients.
As a recruiter, Choice Advisory values the talents that each individual brings to the team and we strive to groom the next generation of leaders to excel in the organisation. Thus, we are constantly on a lookout for talented individuals & are more than ready to give our full commitment to mentor talents who aspire to build a meaningful & successful career & life with us!
Our career platform sets individuals off towards reaching their fullest potential. With the mentorship and guidance we offer, one can be prepared to grow personally & professionally! We offer a career where one can expect to be optimally paid for their effective hard work.
As a team, we aim to attain financial independence without having to compromise on one's quality of life. The best part is that while we are getting all that for ourselves, we also offer the opportunity for one to make a positive and meaningful difference in the lives of the people our career allows us to meet.
- Call & arrange appointments
- Source for clients & follow-up on leads
- Join mentor in appointments to watch & learn processes
- Learn to & eventually conduct financial health reviews for clients to identify their needs/goals
- Learn to & eventually provide professional advice & recommendations
- Assist in management of financial portfolios of clients
- Attend trainings, workshops & events
- Attend to other Ad-hoc activities assigned from time to time
Internship benefits & takeaways:
- Knowledge on how to conduct a Financial Health Review
- Exposure to a range Financial Products and Services that are relevant to & essential for everyone
- Wealth Management & Life Planning Skills
- The art of sales
- Entrepreneurial, Interpersonal & Time management Skills
- Opportunity to meet people from all walks of life
- Comprehensive & structured training provided
- Flexible working hours
- Uncapped earning potential
- Opportunity to join a satisfying & rewarding career with company
Ideal Applicant:
- At least a Diploma/ ‘A’ Levels
- At least 21 years old (MAS requirement)
- Singaporean or Singapore PR
- Pass 4 licensing papers (CMFAS M5/M9/M9A & HI). Necessary study materials & trainings are provided.
- High level of integrity & professionalism
- Initiative & self-driven
- Client & result -oriented
- Both independent & a team player
- Prior sales experience will be an added advantage but is not a must-have as long as you are willing to learn
Related Job Searches:
- Company:
Choice Advisory Pte Ltd - Designation:
Financial Advisor Internship - Profession:
Accounting / Auditing / Taxation, General Management, Sales / Retail - Industry:
Finance