Carolina Wong and Associates partners many third party professional Financial Advisory Firms to bring you a range of our products. They come with a wealth of experience in areas of financial planning, investment and insurance advice.
What do we offer
• Fixed basic pay ranging from $2000-$5000 based on relevant experience (excluding commission)
• Comprehensive training and mentorship will be provided
• Fast career advancement and progression path into management positions
• Attractive incentives and bonuses
• Flexible working hours at central location (Orchard/Somerset)
Jobscope
• Provide Financial Advisory Services to individuals and companies
• Evaluate financial standings of prospective clients
• Identify and execute risk management solutions
• Ensuring clients’ financial needs are being addressed with suitable solutions
• Maintaining strong and long-term relationships with clients
• Attend seminars and networking events to prospect for new clients
Position Requirements
• Candidate must possess minimumly a tertiary educational qualification, Diploma/Bachelor is preferred
• Some related work experience is preferred but entry level candidates are welcome to apply
• CMFAS papers holders will be advantaged
• Sinagporean only
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- Company:
Carolina Wong and Associates - Designation:
Wealth Management Trainee - Profession:
Accounting / Auditing / Taxation - Industry:
Finance