PROFESSIONAL INVESTMENT ADVISORY SERVICES PTE LTD
Established in 2001 and licensed by the Monetary Authority of Singapore, Professional Investment Advisory Services Pte Ltd ("PIAS") is a multi-award winningfinancial advisory firm in Singapore. PIAS offers a diversified suite of financial services and solutions with a personalised approach.
This is SGUnited mid career pathway - enterprise attachment, Individual to be involved in:
- Performancing Financial advisory services to customer
- Assist customer in performing needs anaylsis
- Comparing and matching products and solution to customers needs
- Implement and manage cutsomers portfolio of financial solutions
- Regular portfolio Review and enhancements
- Client servicing matters
Attachment period: 9 months
Trainee will be provided with training and will gain the following competencies & skillsets
1. SCI Insurance Examination Licensing
2. Overview of PIAS, Financial Advisory process (PIAS Induction - This course available for Trainees passing the CMFAS M5, M9, M9A & HI exams and Licensed applicated with MAS)
3. Establish Relationship
4. Gathering Information
5. Analyse and Evaluation
6. Develop and Propose Recommendation
7. Implement Recommendations
8. Insurance Product knowledge
No relevant experience is required or candidate who has up to 5 year- working experience in insurance or non insurance industry can apply for this attachment.
This is SGUnited mid career pathway - enterprise attachment, Individual to be involved in:
- Performancing Financial advisory services to customer
- Assist customer in performing needs anaylsis
- Comparing and matching products and solution to customers needs
- Implement and manage cutsomers portfolio of financial solutions
- Regular portfolio Review and enhancements
- Client servicing matters
Attachment period: 9 months
Trainee will be provided with training and will gain the following competencies & skillsets
1. SCI Insurance Examination Licensing
2. Overview of PIAS, Financial Advisory process (PIAS Induction - This course available for Trainees passing the CMFAS M5, M9, M9A & HI exams and Licensed applicated with MAS)
3. Establish Relationship
4. Gathering Information
5. Analyse and Evaluation
6. Develop and Propose Recommendation
7. Implement Recommendations
8. Insurance Product knowledge
No relevant experience is required or candidate who has up to 5 year- working experience in insurance or non insurance industry can apply for this attachment.
Related Job Searches:
- Company:
Professional Investment Advisory Services Pte Ltd - Designation:
Financial Consultant #SGUP - Profession:
Insurance - Industry:
Consultancy - Location:
Downtown Core