PAG Advisory – Financial Planner Trainee

An agency unit representing AXA Insurance Pte Ltd. PAG Advisory is a team of highly motivated individuals on the ethical path of providing relevant financial advice, catering to the mass market and high net worth clients around the region. 

AXA Work-Study Programme

Registration end by 2 August 2021. The programme commences in late October / early November 2021.

Job Scopes:

• Understand Clients' insurance protection and financial needs, and recommend tailor-made solutions
• Offer proactive and personalised financial services to clients
• Establish and maintain professional long-term services with clients through periodic follow-up and reviews
• Apply regulatory and ethical considerations to the practice of financial planning and marketing financial products
• Employ data analytics and other computer-based business intelligence strategies for marketing and investment purposes
• Conceptualise structures of investment schemes

Benefits

• Sign-on bonus $5000
• Monthly salary of $2000
• Sponsorship of Capital Markets and Financial Advisory Services (CMFAS) papers and be awarded with a Specialist Diploma in Financial Advisory Services!
• Comprehensive training programme by AXA
• Ongoing personalised training
• Annual leave and medical benefits

Requirements:

• Singaporean or Singapore Permanent Residents whose graduation OR Operationally Ready Date (ORD) for National Servicemen in between October 2018 to 2021
• Minimally have a diploma in Finance or Business-related disciplines of study from a local Polytechnic
• Candidates not from Finance or Business-related disciplines of study from a local Polytechnics may also qualify, subject to Temasek Polytechnic's evaluation and approval
• 21 years old and above