Life Inc – Financial Planning Intern

Company
Life Inc
Designation
Financial Planning Intern
Date Listed
12 Feb 2020
Job Type
Entry Level / Junior Executive
Intern/TS
Job Period
From May 2020, For At Least 3 Months
Location Name
Pickering Street, Singapore
Address
Pickering St, Singapore
Map
Allowance / Remuneration
$1,500 - 2,300 (project /contract based)
Profession
Banking / Finance
Industry
Finance
Company Profile

Life Inc is a group of financial planners representing Great Eastern Financial Advisers Pte Ltd

Our vision: "To incorporate life into financial planning, and financial planning into the lives of people"

We are here to empower our clients and associates with the resources to fulfil their dreams and intentions. Financial resources deployed intelligently in the context of our clients' lives can make all the difference. Lifestyles can be preserved and goals can be achieved. We are in the business of changing lives for the better, one person, and one family at a time.

As part of our young and dynamic team, our biggest differentiator will be how we are relevant in this very traditional industry. We want your energy and creativity, and we offer up our experience and mentorship.

About our Principal – Great Eastern Financial Advisers

Great Eastern Financial Advisers (GEFA) is a financial advisory firm wholly owned by Great Eastern Holdings Limited. We are licensed by the Monetary Authority of Singapore (MAS) to offer financial advisory services. The range of products that we can advise on includes life policies, general insurance and collective investment schemes. GEFA is also the exclusive financial advisory firm distributing Great Eastern Life products as no other financial advisory company in Singapore carries them.

Whether you need personal financial planning, or business protection, we ensure that your needs are fully met. Our wide range of products provides both individual and corporate clients with a complete suite of risk and wealth management solutions.

The combined strengths, experience and financial stability of our parent companies, Great Eastern and OCBC, place Great Eastern Financial Advisers in a strategic position to continue to provide our customers with financial advice they can trust.

"To always act in the best interests of our customers" is a principle that has guided Great Eastern in gaining the trust of our policyholders for over 100 years. At Great Eastern Financial Advisers, we strive to uphold this value well beyond the next hundred.

Job Description

Date:
Mid-May to end-July 2020

Application Requirement:

Singapore Citizens & PRs only
Age 21 and above,
Min. "A" Levels or Diploma Qualification

About:

This is an opportunity for undergraduates or recent graduates to understand the role of being a Financial Planner in the financial services industry.

We will walk you through the daily activities of a financial planner. The program is designed to equip interns with a clear understanding of the financial services industry.

Areas of Study:

  • Wealth Management – Retirement, Wealth Accumulation, Wealth Preservation
  • Financial Portfolio Construction and Design
  • Professional Communication
  • Product and Market Knowledge
  • Client Acquisition

Highlights:

  • 3 day 2 nights overseas camp
  • CMFAS Certifications
  • Workshops (Financial Advisory)
  • Workshops (Personal Development)
  • Team-based Challenges
  • Cross-Varsity Interaction
  • Mentorship
  • Experiential Learning (Practicals)
  • Follow senior financial planners to client meetings
  • An insider opportunity to decide if this is the right career for you

Tangible Takeaways:

  • Intern allowance of $1,500. Subject to terms and conditions
  • Exemplary interns will be invited to join us and be offered an attractive pay package
  • Selected interns will enjoy a trip to Moscow, Russia in 2021
Application Instructions
Please apply for this position by submitting your text CV using InternSG.
Kindly note that only shortlisted candidates will be notified.

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