The Financialists™ was established as Harold Ng & Associates back in 2002. Harold Ng & Associates has earned the trust of clients through the years of assisting them in building financial security and providing peace of mind to them and their families.
In 2019, Harold Ng & Associates rebranded to The Financialists™. The name change corresponds with the vision to lead the industry in providing dynamic and holistic financial planning in Singapore. Harold also created The Financialists™ consulting methodology, which he actively coached The Financialists™ Planners and equips them for their own successful careers.
The agency offers a comprehensive portfolio of products from personal insurance to business insurance, and retirement planning to legacy planning in Singapore.
Wealth Associates (Full Time Positions)
- Learn basic fundamental of investment principles and concepts
- Actively engaged assigned targeted customer segment for specific marketing campaigns
- Gain in-depth knowledge of financial & investment strategies to assist potential customers' financial portfolio
- Opportunities for joint marketing pitching with a Senior Manager in the client advisory process for wealth planning
- Participate in digital marketing projects & webinars for customers outreach
Requirements
- Recognised Degree in any specialisation(s)
- Keen interest in the wealth and finance industry
- Good in writing and spoken languages (Eg English, Mandarin, Bahasa, Thai)
- Enjoy interacting with people in One to One or One to Many settings
- Strong business acumen & digitally savvy will be advantageous
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- Company:
The Financialists - Designation:
Wealth Associates - Profession:
Banking / Finance - Industry:
Finance