Company Overview
Julian Lee & Associates is a young and dynamic group of dedicated financial consultants with an average age of 26. A well-regarded agency in our principal company Great Eastern Financial Adviser, a subsidiary of the OCBC Group, we are committed to provide professional financial services and solutions to our clients and to develop aspiring individuals and groom potential leaders in the field. We have a proven track record of discovering and training talented consultants in our agency who have achieved both financial and career success, attaining prestigious international awards and achieving career advancement within their early years on board. You are welcomed to visit our website as well as check out the Star Interns Challenge organized and executed by Julian Lee & Associates @
https://www.facebook.com/starinternschallenge/
Why Join Us?
A core pillar of our group's success is our strong emphasis on career enhancement and nurturing talent. We actively train and motivate our people, as well as provide them with the latest technologies to assist them in engaging and servicing their clients. Mentored by successful leaders and supported by a dedicated and professional team, you are placed on the fast track to success and are given every possibility to reach greater heights. Our goal is to ensure each of our Financial Consultant excels in his/her career.Join us, if you share the same aspiration with us of empowering lives. You will realise how much you will learn and grow being able to help others meaningfully, while you build a highly rewarding and satisfying career that is truly your own.
Financial Services Intern (For 2016)
- Support in marketing activities and other aspects of financial services
- Support in adminstrative duties
- Assist in customer acquisition
- Assist in planning and execution of new business development
- Attend all meetings and trainings provided internally and externally
- Weekly study group to analyze various financial plans
What you can expect from us:
- Close guidance and coaching from experienced mentors
- A young and vibrant working environment that value and support each member
- *Sponsored certified training and examinations leading to professional license by MAS. ( For exceptional candidates )
- Structured and proven system in grooming leaders and producers
Areas that you will be trained in include:
· Decision Management
· Financial Planning: Process and Environment
· Legal Aspects of Financial Planning
· Planning for Business Owners and Professionals
· Wealth Management
Requirements:
“A” Levels / Recognized Diploma from local Polytechnics (Private Diploma subjected to evaluation)
Excellent leadership, interpersonal communication skills
Excellent presentation skills
Ability to establish and maintain effective working relationships with coworkers, managers and clients.
Fluent verbally in english and mandarin
ORD Personnel are welcomed to apply
Related Job Searches:
- Company:
Julian Lee & Associates - Designation:
Financial Services Intern - Profession:
Accounting / Auditing / Taxation, General Management, Marketing / Public Relations - Industry:
Finance