AXA Insurance Pte Ltd – Wealth Management Executive

Company
AXA Insurance Pte Ltd
axaplanner.com.sg
Designation
Wealth Management Executive
Date Listed
16 Jul 2018
Job Type
Entry Level / Junior Executive
Full/Perm
Job Period
Immediate Start, Permanent
Profession
Accounting / Auditing / Taxation, Customer Service / Communications
Industry
Finance
Location Name
No. 9 North Buona Vista Drive #18-01/06 The Metropolis Tower 1
Allowance / Remuneration
$2,500 - 5,000 monthly
Company Profile

Key Financial ("KEYF") is a boutique financial consultancy firm. We leverage on our professional expertise, experience, and robust investment knowledge to deliver true long term value to our clients, with an emphasis on their financial plans and wealth management. KEYF adopts a multi-disciplinary approach to strategy development and executive, by drawing on the capabilities of our experienced team who have diverse backgrounds in financial communication, legacy planning and retirement fund accumulation for our clients.

Job Description

KEYF is looking for driven and motivated individuals to nurture and develop as our organisation strongly believes in the development of people and through them, provide the best financial advisory services to our valued clients. If you think you have the drive and is willing to have real world exposure in the financial industry and be ahead of your peers, we will provide you with a comprehensive platform.


Duties and Responsibilities:

  • Analyzing and determining client's financial situations and building their personal portfolios to identify shortfall.
  • Customize personalized solutions to suit individual protection needs.
  • Identify proper investment opportunities and provide guidance respectively.
  • Educating clients on making better financial / banking and investment decisions.

Job Requirements:

  • At least 21 years and above
  • Singaporeans / PRs only
  • A levels / Local Diploma Holder only
  • No experience required (prior experience will be a bonus) as on-job training and professional guidance by mentors will be provided.
  • Strongly recommended for candidates who are interested in exploring the financial industry and investment sector.
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