GW Company – Client Service / Portfolio Management Trainee

Company
GW Company
goodmenconsultancy.com
Designation
Client Service / Portfolio Management Trainee
Date Listed
04 Jun 2021
Job Type
Entry Level / Junior Executive
Full/PermIntern/TS
Job Period
Flexible Start, For At Least 3 Months
Profession
Consulting
Industry
Consultancy
Location Name
Scotts Road, Singapore
Work from Home
Address
Scotts Rd, Singapore
Map
Allowance / Remuneration
$2,000 - 3,000 monthly
Company Profile

About the company 

GW’s focus is to bring well-rounded financial solutions to customers through their multi-channel distribution network, with product offerings in Protection, Savings and Investment.  

Our core values are:

Promoting Growth, Having no judgement, Adaptability & Positivity.

At GW, we believe in encouraging a work environment that is light hearted and friendly so that everyone feels comfortable to share ideas and collaborate with each other. As we get along like family, you will be welcomed into an upbeat and productive atmosphere where creativity and innovation matters.

Looking to hire undergraduates who are looking for flexible working hour jobs. Get to work alongside professionals who will enrich you with a holistic learning experience

Full time position available for Fresh Graduates and Mid-career switch as well.

Job Description

Responsibilities:

Management Trainees are core to our clients’ proposition and are responsible for growing business by thoroughly understanding our clients' needs, and matching these needs to the appropriate products and services. They are also responsible for embracing service excellence and to improve overall customer satisfaction, experience and productivity level.

Training phases:

Phase One: Client Portfolio Acquisition (Basic)

  • Basic Relationship Building skills
  • Render Consultancy Advice on customized Financial Planning solutions

Phase Two: Advancement into Affluent Clientele Network (Intermediate)

  • Progression into corporate / expatriate and onshore affluent clients
  • Growing and Strengthening the Wealth of High Net Worth individuals 
  • Provide a Differentiated Suite of Financial Analysis and Advise to meet the Investment needs Objectives of this group of sophisticated clients

Phase Three: Business Development Management (Advance)

  • Human Resource and Organization Portfolio Management
  • Create a unique climate of inspiration, leadership and values for business succession

Requirements:

  • Strong Interpersonal and Communication Skills
  • Customer Oriented mind-set is mandatory
  • Minimum Diploma or Degree
  • Singaporeans or PR
This position is already closed and no longer available.  You may like to view the other latest internships here.

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