Representing Great Eastern Life, Philip is a leading financial consultant with 20 years of experience in the financial advisory business. His unique approach in financial planning has garnered him considerable success in helping his clients achieve their financial goals and won him many referrals.
Philip is constantly investing in research with a global perspective, to seek out the best investment opportunities for our clients. This passion is driven by the firm belief that strategic asset allocation is the most reliable source of consistent and superior investment performance. Today, Philip serves over 1,000 professionals, executives, and high net worth individuals with over $70 million of assets under advisory.
As a consistent Top Producer, Philip's outstanding achievements include a 11-time qualification for the Million Dollar Round Table, Court of the Table title since 2005.
Philip speaks at many Retirement and Investment seminars, and organises Networking events that are attended by many. A prolific writer of financial issues widely published in The Business Times, The Straits Times, as well as other financial publications, he is always eager to share insights from a different perspective.
Why join us?
OPL is dedicated to developing talents that can transform the wealth management and financial services industry. We are committed to creating a nurturing environment to cultivate future leaders who share our passion to improve our clients' lives by taking better care of their money, and leading the people we serve to the day when work’s purely for fun.
8-week Internship
- Fixed allowance of $1,000+ per month; total fixed remuneration of ~$6,000 for candidates completing the full internship programme (including optional third month);
- 4 - 6 positions available
- Opportunity to learn from Philip, a top financial planning & investment advisor overseeing >$70 million assets under management
Responsibilities:
- Attend financial planning & wealth management training
- Propose and prepare financial plan for client
Requirements:
- 9am to 6pm, Mondays to Fridays
- For candidates with good 'A' Level grades and/or GPA
- Minimum 21 years old
- Singaporeans are welcome to apply
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- Company:
Office of Philip Loh - Designation:
Financial Service Intern - Profession:
Accounting / Auditing / Taxation - Industry:
Finance