JW Management Group is a well-established financial services group, excelling in proposing financial solutions for the Premier Client Group. We seek to educate by providing quality financial advice for Wealth Creation, Wealth Protection, Wealth Accumulation, Wealth Preservation and Wealth Succession. We seek like-minded individuals who possess strong interpersonal skills and high level of integrity. We hope to work with self-motivated individuals to achieve our goals together.
1. Engage in clients' investment and financial portfolio.
2. Assist planners in customer servicing, which includes setting up appointments with existing clients to provide ongoing service & foster relationship with clients.
3. Managing follow-ups of clients' claims and underwriting issues.
4. Provide sustenance in sales/marketing activities, administrative and daily operations.
5. Groom proposals, recommendations and documents.
6. Participate in meetings, trainings and seminars.
7. Joining in and providing a hand in on-going projects and events with associates and managers.
Please note that candidates age 21 and above with a diploma are preferred.
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- Company:
JW Management Group - Designation:
Management Associate Intern - Profession:
Accounting / Auditing / Taxation - Industry:
Finance