Julian Lee and Associates is financial planning company with a young and vibrant community of financial planners at an average age of 26. Compared to other agencies, Julian Lee and Associates will be able to provide you with constant in-house trainings conducted by our Directors, Managers and expert personnel from the financial industry. Monthly company reviews to help ensure best performance from everyone and top planners get rewarded with bonuses and incentive trips around the globe.
Julian Lee and Associates has monthly events as we believe in working hard and playing hard. Our employees will be able to kick back and relax at these monthly events after working hard throughout the month. We actively train and motivate our workers and provide them with the latest technology to help them bring about their best performance to serve their clients. Successful leaders will mentor you to help you achieve your best potential rapidly and to excel in your career.
To date, we have trained talented producers which have achieved both financial and academic success. These led to us clinching the Top Accident and Health, Top Accident and Health Manager Group, Top 5 Managers, Top Director Productivity, Top Manager Productivity for Accident and Health, and Top Rookie. Maybe you will be the next one to achieve these awards.
Our vision is to be the TOP agency group. Our mission is to support our financial planners to be the future leaders, improving their lifestyle and achieving their vision and goals in this career. Also to professionally act in the best interest of our clients fulfilling their financial security, vision and goals. Come join us if you think you have what it takes.
- Support in marketing activities and other aspects of financial services
- Assist in customer acquisition
- Assist in planning and execution of new business development
- Attend all meetings and trainings provided internally and externally
- Weekly study group to analyze various financial plans
Areas that you will be trained in include:
· Decision Management
· Financial Planning: Process and Environment
· Legal Aspects of Financial Planning
· Planning for Business Owners and Professionals
· Wealth Management
Requirements:
“A” Levels / Recognized Diploma from local Polytechnics (Private Diploma subjected to evaluation)
Excellent leadership, interpersonal communication skills
Excellent presentation skills
Ability to establish and maintain effective working relationships with coworkers, managers and clients.
Fluent verbally in english and mandarin
ORD Personnel are welcomed to apply
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- Company:
Julian Lee & Associates - Designation:
Financial Services Intern - Profession:
Accounting / Auditing / Taxation - Industry:
Finance