Julian Lee & Associates is a dynamic and vibrant group of dedicated financial consultants with an average age of 26. A well-regarded agency in our principal company Great Eastern Financial Advisers Pte Ltd (GEFA), a member of the OCBC Group, we are committed to provide professional financial services and solutions to our clients, and to develop aspiring individuals and groom potential leaders in the field.
We have a proven track record of discovering and training talented consultants in our agency who have achieved both financial and career success, attaining prestigious international awards and achieving career advancement within their early years on board.
We offer personalized financial advisory services to our clients which include the following:
o Personal financial planning
o Life & health protection
o General insurance
o Corporate planning
o Investment & fund management
o Estate planning
o Wealth management
o Taxation Will & Trust
We are committed to offer an enriching internship experience in the financial services environment which will provide various learning opportunities to develop our interns professionally and personally.
Find out more about us on https://www.facebook.com/starinternschallenge/ and www.julianleeassociates.com
Interns will be exposed to different areas of work (HR, Marketing, Financial Products/Planning, Accounting, Events organizing, Customer Service, Admin Support) to give them a good coverage of the financial service operations.
They will be involved in all agency’s meetings, training workshops, seminars, events and overseas learning trips, other than their daily job assignments, giving them first-hand and full experience of real-life working in a leading financial institution.
Interns will meet the director and their supervisor every week to discuss on their assignments, reflect on what they have learnt, and feedback on improvements needed.
-Support sales and marketing activities
-Assist in customer acquisition
-Assist in planning and executing new business development
-Support in events organization and executiono
-Assist in recruitment initiatives and activities
-Coordinate agency meetings and minutes taking
-Accounts consolidation and documentation
-Website & social media design and update
-Option to attend sponsored courses leading to CMFAS certification
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
Related Job Searches:
- Company:
Julian Lee & Associates - Designation:
Financial Services Intern - Profession:
Accounting / Auditing / Taxation, General Management, Marketing / Public Relations - Industry:
Finance