Insignia Group – Wealth Management & Financial Advisory Intern

Company
Insignia Group
gmail.com
Designation
Wealth Management & Financial Advisory Intern
Date Listed
28 Mar 2018
Job Type
Entry Level / Junior Executive
Part/TempIntern/TS
Job Period
Flexible Start, For At Least 2 Months
Profession
Accounting / Auditing / Taxation
Industry
Finance
Location Name
Newton
Allowance / Remuneration
$1,050 - 2,500 monthly
Company Profile

We are one of the market leaders in Protection, Savings and Investment-linked plans with S$31.5 billion funds under management as at 31 December 2016. In 2014, we were awarded an AA Financial Strength Rating by leading credit rating agency Standard & Poor’s.

Since 2007, we have been conferred the People Developer Award by SPRING Singapore for our efforts in training and developing employees and in 2013 and 2014, we were presented with Asia’s Employer of the Year Brand Award by the Branding Institute and the World HRD Congress. Prudential Singapore was also awarded the NTUC Plaque of Commendation (Gold) Award in 2014, and the Singapore Human Resource Institute presented the company with the Leading HR Practices in Quality Work-Life, Physical & Mental Well-Being Award in 2014 and the Leading HR Practices in Lifelong Learning Award in 2015.

Job Description

Learn Wealth Management & Financial Consultancy Skills from Highly Experienced Mentors

The role involves researching the marketplace and advising clients on products and services available, ensuring they are aware of and understand those that best meet their needs, and then securing a sale. You would need to be able to provide clients with advice on financial matters, making recommendations on ways to best maximise personal wealth.

You will be able to obtain 4 CMFAS certificates which will be useful to those who wish to pursue a career in the banking and finance sector in the future. Only the top achieving interns will be invited to join us after the internship with attractive pay package.

What Can We Offer?

  • Formal Certifications on Financial Advisory Services
  • Basic Pay of $1000 + Commission + quarterly/yearly bonuses
  • Overseas travelling opportunities with the company
  • Flexible working hours to accommodate schooling (part-time internship)
  • Hands-on guidance and mentorship to develop your leadership skills for the future
  • Networking with industry professionals
  • No Prior Experience Needed -- We will train you from the start

4 key skills you can expect to gain:

  • Problem Solving skills - Critical thinking and Innovative problem-solving skills.
  • Presentation skills - How to deliver a perfect presentation.
  • Strategic Planning - Keypoints in strategic planning.
  • Entrepreneurial Skills - What makes an entrepreneur successful.

Responsibilities:

  • Understanding the client's financial goals, aspirations and concerns
  • Developing and recommending of a comprehensive financial plan to help the clients achieve their financial goals (investments, protection, retirement planning, savings etc.) in all life stages
  • Acquiring new clients and building relationships with existing clients by providing sound financial advice and excellent customer service

Requirements:

  • Candidate must be 21 years old and above (MAS Regulatory Requirement)
  • Candidate must possess at least Higher secondary/Pre-U/A level/College, Diploma/Advanced/Higher/Graduate Diploma, Bachelor's Degree/Post Graduate Diploma/Professional Degree in any field.

Candidate MUST be able to work in Singapore [ Citizen, PR, S pass ](MOM Regulatory Requirement)

  • Preferably looking for local undergraduates, but masters students may apply too.
  • No work experience required.
  • Kindly submit your CV to the email provided
This position is already closed and no longer available.  You may like to view the other latest internships here.

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