We are a team of consultants who want to reinvent the way that financial plans are sold. We understand that consumers today are not merely looking for salespeople with charisma and a reassuring smile, but for experts who are committed to walking alongside and taking care of them. Striving for excellence in everything we do, we invest heavily in our service delivery process so that you can enjoy a delightful experience throughout.
Here, we cover all the bases, so that you can enjoy the peace of mind you deserve.
- To be led by the guidance of an experienced ex private banker
- Leveraging the vast resources and network of Chen Rong Associates, you will support the director in maintaining client relationships
- Administration of policy documents will be required, scheduling of appointments, preparation of correspondences, arranging meetings and receptions as well as preparation of presentation materials may be required
- Deliver superior client experience through understanding, anticipating and executing client's requests, needs and wants
- Understand and experience how financial advisory services can be tailor made for High Net Worth Individuals
- Maintain high quality of professional integrity at all times
- Ensure processes and practices are aligned with legal and compliance requirements
- Limited to 2 openings only
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- Company:
Chen Rong Associates - Designation:
Finance Service Internship - Profession:
Accounting / Auditing / Taxation, Customer Service / Communications, General Management - Industry:
Finance