Opulence Consultancy – Wealth Management Associate

Company
Opulence Consultancy
gmail.com
Designation
Wealth Management Associate
Date Listed
23 Jun 2017
Job Type
Entry Level / Junior Executive
Full/Perm
Job Period
Flexible Start - Flexible End
Profession
Accounting / Auditing / Taxation
Industry
Finance
Location Name
80 Anson Road #13-03 Fuji Xerox Towers S'pore 079907
Allowance / Remuneration
$2,000 - 5,000 monthly
Company Profile

Company Description

Opulence Consulting is a premier agency representing Prudential Assurance Co Singapore. Opulence Consulting is currently one of the largest and fastest growing groups within Prudential Singapore. Our Management Associates are mostly graduates from an array of notable tertiary institutions (NUS, NTU, SMU, etc.). We engage in industry-shaping initiatives for our recruitment outreach as well as our financial consultancy services. Our training programs coupled with our culture of excellence and abundance has ensured that many of our new Consultants become proficient at what they do within months of joining us and at the same time achieve top honours in the company and industry.

Prudential Singapore, an indirect wholly-owned subsidiary of UK-based Prudential plc, is one of the top life insurance companies in Singapore. We have been serving the financial and protection needs of Singaporeans for 85 years. Our focus is to bring well-rounded financial solutions to customers through our multi-channel distribution network, with product offerings in Protection, Savings and Investment. We are one of the market leaders in Protection, Savings and Investment-linked plans with S$28.7 billion funds under management as at 30 June 2015. In 2014, we were awarded an AA Financial Strength Rating by leading credit rating agency Standard & Poor’s.

Job Description

Position

Wealth Management Associates (Up to 5K of Rewarding Income for a Driven Individual)

About this Opportunity

We are looking to hire Wealth Management Associates for the expansion of our business within the region. If you are self-driven, enjoy analysing financial numbers, enjoy planning wealth growth. This is a place for you to further enhance your talent.  Interested parties who wants to delve into the realm of wealth management can apply.

  • Non-desk-bound Job
  • Flexible working hours enable you to have a balance life
  • Great exposure to maximize personal growth
  • Making meaningful on people’s lives helping people to growth the wealth and financial plan
  • Training will be provided to help successful candidates attain CMFAS Certification

(Capital Markets & Financial Advisory Services)

  • Allowances+ Performance Bonuses
  • Travelling opportunities with the company
  • Fun & Lively Environment, Caring and Dynamic Team to work with

Learning Outcome

You will have the opportunities to work alongside with our professionals leadars, learning about our organization, a specific business area, our clients and the products and services we offer. Throughout the program, you'll participate in events to ensure your experience is packed with learning, training and networking opportunities.

Your journey will lead you to:

  • Understanding the fundamental of Financial Planning for Clients
  • Establish client’s financial goal and customized financial solutions to meet their goal
  • Achieved your own set goals and get rewarded with good remuneration

Job Description

You will be equipped with lifelong core skills and knowledge about your sector. You will benefit from an in-depth learning experience and exposure to a wide variety of areas. These include products, sales, risk, marketing, or management. In addition to helping you build an extensive network, we will provide you with an understanding of Wealth Management, Insurance and how our business functions work.

You will be doing the task:

  • Performing financial analysis and making strategic recommendations
  • Help Clients’ to analyse their current policies to the best of clients’ well-being
  • Managing execution from day-to-day activities for your clients' needs

Benefits:

Be equipped with the knowledge and skills to help those who are in financial needs

Be able to play harder than you work; attend learning trips and international conferences

A holistic training and development program with dedicated mentorship

Building up a large client base (A chance to chart your own career path)

Build your own team and business that will last many years

No limits to how much you can earn

Never be short changed for your hard worked and effort again

Requirements

• Full certificate in GCE 'A' Level, International Baccalaureate Diploma qualification, diploma awarded by a polytechnic in Singapore or equivalenting. Degree holders are preferred.
• Good knowledge of banking, wealth management & insurance products are an added advantage
• Excellent customer focused mindset
• Sincere, strong integrity & determination
• At least 21 years old (MAS requirement)

  • Males must have completed National Service 
This position is already closed and no longer available.  You may like to view the other latest internships here.

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