We are iCan Wealth Mastery - a dynamic and enthusiastic team of Wealth Managers who are passionate about being the expert our clients can rely on in times of need.
“Our Belief is Family, Self, then Organisation. To empower us; Richer and Happier.”
Keen on learning about our three-pronged approach in building up your career in the Financial Services industry and achieving personal growth? Don't hesitate to join our team today! 🙂
Find out more about us at http://icanwealthmastery.sg
YOUR TRAINING OPPORTUNITIES
Afraid you may not have the financial skills and knowledge? Don’t worry - you will have plenty of mentorship and coaching to help you along! Here are just some of the things you will pick up along the way:
- The Fundamentals of Wealth Management - including insurance knowledge, financial planning tools, investment techniques, and risk assessment and management
- Investment Planning for Mass Affluent and High Net Worth clientele
- Client Servicing and Happiness - how to ensure you take care of your clients well from start to end (happy existing clients are the best way to expand your outreach!)
- Effective and Powerful Sales and Marketing Techniques
YOUR TASKS
As iCan’s Wealth Management Associate, apart from the various weekly / fortnightly training sessions, you’ll be working closely with their Wealth Managers to:
- Acquire, develop and maintain your portfolio of clients
- Provide sound financial advice to individual and corporate clients through a variety of financial solutions available
- Regularly manage and update clients on their portfolio reviews
- Maintain updated knowledge on investment strategies and concepts
- 3rd or final year tertiary undergraduates from local Universities or private institutions offering a recognised degree programme
- Min. academic qualifications of a full certificate in GCE ‘A’ Levels, International Baccalaureate Diploma qualification, diploma awarded by a Polytechnic in Singapore or equivalent
- Singaporean or PR (foreigners will be considered on a case-by-case basis)
- Males must have completed National Service
- Min. 21 years of age as of 1 April 2016
- Able to commit at least 3 - 6 months
- Outspoken with Sales experience (IT fairs, charity funding or any commission-related jobs)*
*Optional, but with these experiences, we may consider placing you in an understudy role with one of our Wealth Managers, and you’ll be eligible for a higher basic allowance of $1.5k / month! 🙂
Related Job Searches:
- Company:
iCan Wealth Mastery - Designation:
Wealth Management Associate (Internship) - Profession:
Others / General Work - Industry:
Finance