Company
Financiallabs
teamano.com
Designation
Wealth Management Association
Date Listed
21 May 2019
Job Type
Entry Level / Junior Executive
Full/Perm
Job Period
Flexible Start - Flexible End
Profession
Banking / Finance
Industry
Finance, Insurance
Location Name
80 Anson Rd,
Fuji Xerox Tower
Allowance / Remuneration
$2,500 - 6,000 monthly
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.
Related Job Searches:
- Company:
Financiallabs - Designation:
Wealth Management Association - Profession:
Banking / Finance - Industry:
Finance, Insurance
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