Vision Alliance Group – Wealth Management Associate

Company
Vision Alliance Group
pruadviser.com.sg
Designation
Wealth Management Associate
Date Listed
03 Apr 2023
Job Type
Entry Level / Junior Executive
Full/Perm
Job Period
Immediate Start, For At Least 6 Months
Profession
Insurance
Industry
Insurance
Location Name
Scotts Road, Singapore
Work from Home
Address
Scotts Rd, Singapore
Map
Allowance / Remuneration
$3,000 - 8,000 monthly
Company Profile

If you are keen to work in a supportive and enriching environment, look no further! We focus on developing and enhancing each team member's strengths for entrepreneurship, creativity and productivity. We enable each and every one of our team members to discover their potential to chart their success by leveraging on the business model that we have pioneered and will be assured that comprehensive and well-coordinated training will be provided to help you perform well to succeed with superior support and guidance in the finance industry.

Job Description

A Rewarding Career As A Wealth Management Associate Awaits You

We are looking for bright individuals who would like to join us as Wealth Management Associate. If you are highly motivated, hardworking, trustworthy and really approachable, you are the one we are looking for!

Here at Vision Alliance Group, our Wealth Management Associate take a holistic approach in helping clients to manage their financial needs and goals.

 

Job Responsibilities

-Establish client's financial goals

-Determine current financial situation

-Customize solutions to suit needs

-Guide them in saving prudently

-Offer affordable financial solutions and options to choose from

 

Job Requirements

-Full Certificate in GCE 'A' Level, International Baccalaureate Diploma qualification, Diploma awarded by a polytechnic in Singapore or equivalent. Degree holders are preferred.

-Good knowledge of banking, wealth management & insurance products is an added advantage. 

-Excellent customer focused mindset

-Personable, sincere, strong integrity & determination

-At least 21 years old (Based On MAS Requirement)

-Required to attain CMFAS certifications (M5, M9, M9A & HI). We will provide the necessary training and guidance for you.

 

Interested candidates, please upload your resume and apply.

 

Only shortlisted candidates will be notified.

This position is already closed and no longer available.  You may like to view the other latest internships here.

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