Company
Wise & New Life Pte. Ltd.
wise.sg
Designation
Financial Planning Trainee
Date Listed
16 Jul 2020
Job Type
Entry Level / Junior Executive, Experienced / Senior Executive
Full/PermFree/ProjIntern/TS
Job Period
Immediate Start, Permanent
Profession
Consulting
Industry
Consultancy
Location Name
Singapore
Allowance / Remuneration
$400 - 1,500 monthly
Company Profile
Wise and NewLife (Reg No.: 201911215G) is a professional consulting service organization registered and certified by the accounting and business administration of Singapore (ACRA).
We provide comprehensive services for high net worth individuals such as immigration and asset allocation, CRS tax planning, overseas study education planning, high-end medical check-up services, and family offices.
Job Description
- Develop financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans.
- Build long-term relationship with clients.
- Obtain clients' commitment by explaining proposed financial plans and options; explaining advantages and risks; providing explanations; alleviating concerns; answering questions.
- Monitor clients' financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans.
Develop marketing strategy to attract foreign investors.
Job Requirements
Fresh graduates are most welcomed to apply.
Singaporean / Singapore PR ONLY
Passionate, Resilient, Resourceful and Positive, working attitude.
Excellent interpersonal and communication skills.
Preferred mandarin speaking to liaise with Chinese speaking associates
This position is already closed and no longer available. You may like to view the other latest internships here.
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- Company:
Wise & New Life Pte. Ltd. - Designation:
Financial Planning Trainee - Profession:
Consulting - Industry:
Consultancy
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