At Genesis Advisors, we do our best to ensure your well-being and help you protect the lifestyle you are accustomed to. We’ve built our business upon a people-first mindset, and we believe in building long-term relationships that encourage mutual trust and growth.
Our 3H Value System - Honesty, Humility an d Humanity, is etched into the heart of all that we do. We strongly believe in the nobility of the profession and share a commitment to serving others through providing protection and comfort in times of need.
Objectives
A specially curated 12-week experiential journey of the financial advisory career. Learn financial literacy and soft skills to thrive in this highly competitive post pandemic economy. A handhold mentoring programme by senior advisors, where you will be tagged to a mentor for joint field work appointments.
Scope (What you will learn and equip yourself with)
- Wealth management (Indemnification, Creation, Preservation and Distribution of Wealth).
- Investment portfolio design and allocation.
- Financial industry recognised CMFAS papers learning and certification.
- Social etiquette training online and in person.
- Having a social media presence that attracts.
- Real-life simulation of the financial planning process.
- Interpersonal skills that levels one up in the workplace and in businesses.
The Experience
- Both online and in person classes. Face to face classes being the majority
- Business cases and challenges that come with financial rewards.
- Group project settings
- Not forgetting social fun and games and an overseas trip*
- Workshops by renowned speakers
Remuneration and Benefits
- Up to $2,500 for 12 weeks
- CMFAS papers will be fully sponsored
- All courses and seminars will also be fully sponsored
- Overseas trip* would be fully sponsored as well.
Commitment and Requirements
- 85% attendance is required for the full allowance/ incentive payout.
- Minimum age of 20 and above by 31 Dec 2022.
- Completed NS (for male applicants).
*Trip will be dependent on the Covid-19 travel restrictions nearer the date of the internship.
Helping Individuals • Protecting Families • Safeguarding Businesses • Creating Legacies
All in a day's work.
Related Job Searches:
- Company:
Genesis Advisor - Designation:
Financial Advisory Intern - Profession:
Banking / Finance - Industry:
Finance - Location:
Paya Lebar