Legacy District (Authorised representative of AIA Singapore Private Limited (Reg.No. 201106386R) has more than a decade of experience in the financial services industry, the team has grown tremendously over the years and amassed a wealth of experience amongst them.
We define Legacy as follows:
Legacy noun
- Purpose-driven
- Creation of positive value
- Positive spillover effect that permeates the society and transcends time
Firstly, we do everything with a purpose, a clear direction to make sure that your effort is worth it. Do not worry if you can't find your purpose for now, you are all on this journey of discovery together. Start small, by setting mini goals and challenges for yourself. Slowly, but surely, you will have an idea of where you want to go and what you want to be.
Secondly, creation of positive value. There are 3 dimensions to this aspect. It is value creation to Self, to the team that you are in and finally the larger community which includes the clients that you will be meeting. For self, Legacy District wants you to be better than the person you are yesterday. For the team you are in, you will be a pace-maker and positive influence for the peers around you. And for the clients, remember that you are forestalling a problem that might happen in the future. Hence, even if they are unable to see any tangible returns now, remember that it will be all worth it at the end of the day.
Lastly, positive spillover effect that permeates the society and transcends time. Ultimately, the value that you have created through your hard work is going to be multiplied through the many genuine and real connections that you are going to make. All these small ripple effects will have an impact more lasting than you would ever imagine.
Introduction
As the financial services industry demands for greater professionalism, much more is expected from our Financial Services Consultants (FSCs). FSCs of today are expected to be knowledgeable, methodical in their approach to uncovering clients' needs. This has invariably places an added impetus on the selection of quality candidates to join the profession.
Objectives
The objectives of this partnership through internship are:
- Provide value added knowledge and skill sets to the intern;
- Better appreciation of the financial planning industry and profession
- Provide hands-on experience through joint field work guided by the best practitioners
- Entrepreneurship
Requirements
- Minimum full certificate in GCE 'A' Level, International Baccalaureate Diploma qualification, diploma awarded by a polytechnic in Singapore or equivalent.
- At least 21 years old.
- Good knowledge of wealth management & insurance products is an added advantage.
Curriculums
- Capital Markets and Financial Advisory Services (CMFAS) Certifications
- Mastering the comprehensive Financial Health Check methodology
- Specialized training workshop by industry practioners
- Hands-on joint field work experience
- Constructing financial portfolio & recommendations
- Presentation & Negotiation skill
- Entrepreneurship at work
- Team Challenges
You are who you think you are, elevate and be limitless.
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Legacy District (Authorised representative of AIA Singapore) - Designation:
Financial Internship - Profession:
Accounting / Auditing / Taxation - Industry:
Finance