Financiallabs – Wealth Management Association

Financiallabs teamano.com
$2,500 - 6,000 monthly Full/Perm
This position is already closed
Date Listed
21 May 2019
Experience Level
Entry Level / Junior Executive
Profession
Banking / Finance
Industry
Finance, Insurance
Job Period
Flexible Start - Flexible End
Location Name
80 Anson Rd, Fuji Xerox Tower
Company Profile

Team ANO is to meet the expansion of our dynamic team, TeamAno is looking for driven individuals who desire a career in the competitive and ever growing financial sector.

Job Description

Job Details

  • Building and reviewing of financial portfolios for prospective and existing clients.
  • Financial planning to optimize client asset allocation.
  • Risk management and economy analysis for investment decisions.
  • Personal Wills and Estate Planning.
  • Provide invaluable insights and advices to clients to allow them to make informed decision in current economic statuses.

Responsibilities

  • Understanding the client's financial goals, aspirations and concerns
  • Development and recommending of a comprehensive financial plan to help the client achieving their financial goals (investment, protection, retirement, planning, saving etc.)
  • Acquiring new clients and building relationship with existing client by providing sound financial advice and excellent customer services

Requirement

  • Candidate must be 21 and above
  • Candidate must posses at least higher college/Pre-U/A level/graduate Diploma/professional degree in field
  • No working experience
This position is already closed and no longer available.  You may like to view the other latest internships here.

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