League Advisors – Wealth Services Executive

Company
League Advisors
Designation
Wealth Services Executive
Date Listed
25 Jun 2019
Job Type
Freelance / Project, Internship / Contract, Part-time / Temporary   ( Entry Level / Junior Executive )
Job Period
Immediate Start - Flexible End
Location Name
2 Tanjong Katong Road, #11-00, Tower 3, Paya Lebar Quarter, Singapore 437161
Allowance / Remuneration
$800 - 2,000 (project based)
Profession
Banking / Finance
Industry
Finance
Company Profile

League Advisors has lived up to its name by constantly being ahead of the financial services industry. As a focus-driven and tight-knit team, we strive to create an environment where our advisers can thrive while making a positive impact on our clients and our agency.

Besides providing in-depth training and guidance, we offer sophisticated cold market prospecting strategies where you can rest assure on generating viable leads. With years of experience and expertise, we strive to groom individuals with the potential to be dynamic leaders of tomorrow. Our cohesive team at League Advisors is constantly on a lookout for individuals who aspire to become leaders and strive to excel.

Job Description

Job Summary:

  • As a Wealth Services Executive, you will be able to provide a holistic financial plan in the areas of wealth provision/protection and wealth accumulation/investment.
  • We welcome individuals (fresh graduates included) to embark on a 2 years management trainee path with professional mentorship and systematic training along the journey.
  • Our average consultant enjoy time flexibility, yearly incentive trips and a high income of $100k/year after 3 years.

Roles and Responsibilities: 

-Assessing client’s financial situation (e.g. income, expenses, financial objectives, tax status, and risk tolerance) tactfully to develop a financial plan.

-Providing professional financial advice in accordance to client’s profile, needs, and financial goals.

-Developing strategies to meet client’s financial goals by analysing financial data received.

-Ensuring successful implementation of financial solutions.

-Liaising with different parties to ensure smooth implementation of financial solutions.

-Preparing financial document summaries and income projections for clients.

-Managing and updating client portfolio.

-Building and maintaining your personal client base.

-Building and maintaining an open, trusting and transparent relationship with clients.

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