AXA Insurance Ptd Ltd – Junior Wealth Managers

Position Description

• Gain experience working in a professional environment
• Learn how to strategize/problem-solve in a team environment to help clients achieve financial goals
• Experience what it is to play a critical role in promoting client loyalty and a world-class client experience
• Develop relationships with potential mentors, who are award winning leaders in the wealth management field
  A Junior Wealth Manager supports the private client group by shadowing the team and assisting with client service requests and special projects. This individual must have strong critical-thinking skills and work well individually as well as part of a team. A qualified candidate is a clear communicator, is detail-oriented, has a high degree of follow-through, handles multiple tasks efficiently, and thrives in a fast-paced working environment where each day is different. One will be exposed to a variety of financial topics including but not limited to, cash flow analysis, retirement planning, insurance and risk management, and education planning.
  Duties and Responsibilities
• Works closely with the firm’s most experienced Financial Advisors
• Shadows Financial Planning Associates and Financial Planning Associate Manager
• Interacts with other team members and departments to provide excellent client service
• Completes client and advisor requests and any special projects as assigned by manager
• Helps to schedule client meetings and prepare meeting presentations
• Planning and executing overseas campaign and various incentives