Opulence Consulting – Management Trainee (Wealth Management)

Company
Opulence Consulting
gmail.com
Designation
Management Trainee (Wealth Management)
Date Listed
10 Jul 2017
Job Type
Entry Level / Junior Executive
Full/Perm
Job Period
Immediate Start, Permanent
Profession
Accounting / Auditing / Taxation
Industry
Finance
Location Name
Central Business District (CBD)
Allowance / Remuneration
$2,000 - 5,000 monthly
Company Profile

Opulence Consulting is a premier agency representing Prudential Assurance Co Singapore. Opulence Consulting is currently one of the largest and fastest growing groups within Prudential Singapore. Our Management Associates are mostly graduates from an array of notable tertiary institutions (NUS, NTU, SMU, etc.). We engage in industry-shaping initiatives for our recruitment outreach as well as our financial consultancy services. Our training programs coupled with our culture of excellence and abundance has ensured that many of our new Consultants become proficient at what they do within months of joining us and at the same time achieve top honours in the company and industry.Prudential Singapore, an indirect wholly-owned subsidiary of UK-based Prudential plc, is one of the top life insurance companies in Singapore. We have been serving the financial and protection needs of Singaporeans for 85 years. Our focus is to bring well-rounded financial solutions to customers through our multi-channel distribution network, with product offerings in Protection, Savings and Investment. We are one of the market leaders in Protection, Savings and Investment-linked plans with S$28.7 billion funds under management as at 30 June 2015. In 2014, we were awarded an AA Financial Strength Rating by leading credit rating agency Standard & Poor’s.

Job Description

Learning Outcome

•The Fundamentals of Wealth Management - including insurance knowledge, financial planning tools, investment techniques, and risk assessment and management

•Estate,Legacy and Investment Planning for Mass Affluent and High Net Worth clientele

•Effective and Powerful Sales and Marketing Techniques

•Business Succession Planning and Risk Management for Business Owners

Job Description

•Network at private events and social functions 

•Present our value proposition to potential clients who occupy the MMA (Mass Market Affluent) and HNWI strata 

•Create cogent and compelling financial solutions to meet prospective clients' risk management, wealth accumulation and financial systemisation needs

•Engage with existing clients and build further inroads into their social networks

•Educate and empower the public through speaking engagements and other events

•Liaise with affiliated legal, accountancy, medical and other finance professionals to perform integrated, holistic and universal financial management for clients and their respective business interestsCareer Prospects

•$100,000 Pay Package upon Graduation

•Overseas Incentive Trips

•2 - 4 years promotion route to Manager

•Coached by Award Winning Industry Practitioners

•One to One Knowledge and Skill Mentorship

•Personal Development and Team Building Training

•Career Opportunities for Management Position

•Awarded with Financial Services Certificates Requirements•Entrepreneurship flair

•3rd or final year tertiary undergraduates from local Universities or private institutions offering a recognised degree programme 

•Min. academic qualifications of a full certificate in GCE ‘A’ Levels, International Baccalaureate Diploma qualification, diploma awarded by a Polytechnic in Singapore or equivalent 

•Singaporean or PR (foreigners will be considered on a case-by-case basis) 

•Males must have completed National Service 

•Min. 21 years of age

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

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