Starr Financial Group – Financial Services Intern

Company
Starr Financial Group
gmail.com
Designation
Financial Services Intern
Date Listed
15 Aug 2016
Job Type
Entry Level / Junior Executive
Intern/TS
Job Period
Immediate Start, For At Least 2 Months
Profession
Accounting / Auditing / Taxation
Industry
Finance
Location Name
Changi
Allowance / Remuneration
$600 - 1,000 monthly
Company Profile

Starr Financial Group is a young and dynamic group with an average age of 26 started in 2009 with the aim of grooming dynamic individuals in the financial field. Till date, we had discovered numerous talents among our group that had achieved both financial and academic success. Recently we clinched both the top Accident and Health agency and are ranked 5th at the corporate level. With a sophisticated system currently in place, we had improved on our recruitment and retention figures. In the short to medium term, our aim of a 100 men agency is not far off. Our monthly chill out evenings has also created a platform for our planners to let their hair down after a month’s hard work. The group strongly believes in working hard and playing hard.

Job Description
  • contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises;


  • conducting in-depth reviews of clients' financial circumstances, current provision and future aims;


  • analysing information and preparing plans best suited to individual clients' requirements;


  • completing risk analyses;


  • researching the marketplace and providing clients with information on new and existing products and services;


  • designing financial strategies;


  • assisting clients to make informed decisions;


  • researching information from various sources, including providers of financial products;


  • reviewing and responding to clients changing needs and financial circumstances;


  • promoting and selling financial products to meet given or negotiated sales targets;


  • negotiating with product suppliers for the best possible rates;


  • liaising with head office and financial services providers;


  • liaising with other professionals, such as estate agents, solicitors and valuers;


  • keeping up to date with financial products and legislation;


  • producing financial reports;


  • contacting clients with news of new financial products or changes to legislation that may affect their savings and investments;


  • meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.
This position is already closed and no longer available.  You may like to view the other latest internships here.

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