Prelit Advisory strives to be the leading organisation in the financial services sector & recognised for their quality advice & service. We are one of the fastest growing advisory agencies working with a reputable local insurer, and working in conjunction with partners like OCBC, CIMB, KKH, etc. We are also dedicated to guide people to make informed financial decisions in the various areas of wealth, risk management and asset distribution (Check us out: prelitadvisory.com; Instagram: @prelitadvisory).
· Establish clients' financial goals and provide appropriate solutions to optimise their portfolio
· Advise clients on retirement planning, investments, and insurance decisions
· Periodic follow up of clients’ portfolio and deliver personalised services to maintain long-term relationship
· Build your network of clientele base and onboard new clients
Benefits:
· Opportunities for career advancement
· Training and mentorship
· Attractive commission and incentives
Job Requirements:
· No prior experience needed
· Completed NS obligations
· At Least Diploma/Degree in any field
Related Job Searches:
- Company:
Prelit Advisory - Designation:
Prelit Great Internship 2024 (Financial Services) - Profession:
Insurance - Industry:
Insurance - Location:
Outram