JSA – Wealth Management Associate

Company
JSA
gmail.com
Designation
Wealth Management Associate
Date Listed
20 Apr 2017
Job Type
Entry Level / Junior Executive
Full/PermPart/TempIntern/TS
Job Period
Flexible Start - Flexible End
Profession
Accounting / Auditing / Taxation
Industry
Finance
Location Name
Central Town Area
Allowance / Remuneration
$3,000 - 5,000 monthly
Company Profile

We are one of the most respectable and preferred institutions in the financial industry with AA ratings. We dedicate our talent and foresight to creating innovative and personalised programmes including but not limited to financial protection, retirement solution and wealth management products for our clients to help them fulfil their dreams, aspirations and securing their future.

Our forte is nurturing individuals to become successful professionals, empowering them to make positive contributions to their clients and society, impacting others with useful knowledge.

We are a believer in one-to-one mentorship as it will deliver the most effective results in guiding one to success!

Job Description

Wealth management is a need for everyone in Singapore, including you. Instead of leaving your wealth management to someone else, whynot do it yourself?

Your role:

As a Wealth Management Associate in JSA, you will have access to our full range of financial products which you can offer to your clients to help them achieve their financial objectives and secure their own finances.

Your responsibilities

  • Analyse and understand financial standing of clients, where they are and where they want to be financially

  • Offer clients professional financial advice in areas of insurance, savings, investment and retirement planning

  • Come up with targeted and comprehensive solutions to help your clients achieve their financial goals

  • Build and cultivate long term bonds with clients through value-added relationship management

  • Within 2 years, you will take on the role of a mentor for newcomers as you start to build and lead your own team

Your benefits:

  • Basic salary of $3000 to $5000 + allowance, commissions and bonuses

  • Enjoy flexible working hours

  • Overseas incentive trips for outstanding achievers

  • One-to-one mentorship from successful industry professionals

  • Industry and company recognition awards (Million Dollar Round Table, Singapore Management Awards etc)

You should be:

  • Motivated by effort-based progression, highly motivated, driven, goal-oriented

  • Proactive with drive and hungry to succeed in life

  • Passionate in helping others manage their wealth, and being able to manage your own

  • Excellent interpersonal and communication skills

  • Diploma awarded by a polytechnic in Singapore and above

  • At least 21 years and above (regulatory requirements)

This position is already closed and no longer available.  You may like to view the other latest internships here.

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