Representing Great Eastern Life, OPL is dedicated to developing talents that can transform the wealth management and financial services industry. We are committed to creating a nurturing environment to cultivate future leaders who share our passion to improve our clients' lives by taking better care of their money, and leading the people we serve to the day when work’s purely for fun.
You would also have the opportunity to be mentored by Philip, a leading financial consultant with 20 years of experience in the financial advisory business. His unique approach in financial planning has garnered him considerable success in helping his clients achieve their financial goals and won him many referrals. As a consistent Top Producer, Philip's outstanding achievements include a 11-time qualification for the MDRT, COT title since 2005 and TOT qualification in 2017.
OPL is constantly investing in research with a global perspective, to seek out the best investment opportunities for our clients. This passion is driven by the firm belief that strategic asset allocation is the most reliable source of consistent and superior investment performance. Today, Philip serves over 1,000 PMEs with over $80 million of assets under advisory.
- Fixed allowance of $1,000+ per month; total fixed remuneration of ~$6,000 for candidates completing the full internship program (including optional third month);
- 4 - 6 positions available
- Opportunity to learn from Philip, a top financial planning & investment advisor overseeing >$70 million assets under management
Responsibilities:
- Attend financial planning & wealth management training
- Propose and prepare financial plan for client
Requirements:
- 9am to 6pm, Mondays to Fridays
- For candidates with good 'A' Level grades and/or GPA
- Singaporeans are welcome to apply
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- Company:
Office of Philip Loh - Designation:
Financial Planner Intern - Profession:
Accounting / Auditing / Taxation - Industry:
Finance