Company
PAG Advisors
axaplanner.com.sg
Designation
Financial Management Trainee
Date Listed
02 Oct 2021
Job Type
Entry Level / Junior Executive
Full/PermIntern/TS
Job Period
Flexible Start - Flexible End
Profession
Insurance
Industry
Insurance
Location Name
8 Shenton Way, Singapore
Address
8 Shenton Way, Singapore 068811
Map
Allowance / Remuneration
$500 - 1,200 monthly
Company Profile
We are a team of highly motivated wealth architects on the ethical path of providing relevant financial advice. Utilizing Digital technology, we cater to the mass affluent and high-net-worth individuals around the region to assist them with designing and creating a financial home of their future.
Our Mission: To maintain the highest standards of integrity and professionalism in our relationship with all our clients.
Our Vision: To be the leading one-stop service provider delivering holistic and customised premier solutions to attain our clients’ financial goals.
Job Description
- Monthly Income - $500 - $1200
- Fun and Dynamic Working Environment
- Location: Shenton Way
RESPONSIBILITIES
- Assisting the agency with client retention and confidence
- Assisting the agency with agency projects
- Assisting personnel with clients' financial needs analysis and financial planning
- Assisting personnel to meet monthly sales targets
- Engage prospects through multiple channels to generate new sales leads
- Develop a base for long-term sources of clients
- Produce detailed proposals and presentation materials for client pitching
- Understand and identify client's financial shortfall and recommend solutions
- Maintain client relationships by providing support and information. To recommend new opportunities and improvements.
- Always on top of industry trends, market activities, and competitors so as to identify new opportunities
REQUIREMENTS
- 21 years old and above Singaporean/PR
- A-levels Certification/ Diploma/ Degree holder in any field
- Completed NS
- No prior criminal record
- Not bonded/going to be bonded with any organization
What we’re looking for in you:
- Good Communication & Interpersonal Skills
- Computer savvy and proficient in powerpoint presentations
- IT Knowledge required
- Self Motivated
- People-oriented
- Willing To Learn Attitude
This position is already closed and no longer available. You may like to view the other latest internships here.
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