Professional Investment Advisory Services – Personal Finance Consultant

Company
Professional Investment Advisory Services
proinvest.com.sg
Designation
Personal Finance Consultant
Date Listed
30 May 2020
Job Type
Entry Level / Junior Executive
Full/Perm
Job Period
From Jul 2020, Permanent
Profession
Banking / Finance
Industry
Finance
Location Name
180 Kitchener Road, Singapore
Work from Home
Address
180 Kitchener Rd, Singapore 208539
Map
Allowance / Remuneration
$3,000 - 4,000 monthly
Company Profile

Professional Investment Advisory Services aims to be a leading and respected financial services brand in any country of presence so as to be recognised as the 'preferred and chosen' partner - for our clients, advisers, product providers and the community. Our core competency lies in delivering quality financial advice and solutions that are tailored to the needs of our clients. 

We are in constant pursuit of achieving world-class standards in institutional practice, culture, philosophies and most importantly providing unbiased advice to our clients. We believe in impacting lives and relentlessly bringing people from where they are today to places they have never been.

Job Description

Our solutions include but are not limited to the following: 

1. Investment Advisory (Unit Trusts and Mutual Funds - Unlisted SIPs)

2. Personal Risk Management (Insurance)

3. Estate Planning (Will Writing and Legacy Planning)

4. Mortgage Solutions (Residential Loan Refinancing)

5. Retirement Planning (CPF Optimisation) 

6. Corporate Solutions (Corporate Investments and Pension Schemes, Corporate Risk Management)

As we provide a one stop solution to all personal finance needs, you will require professional certifications under MAS guidelines. All professional certifications required for access to the above solutions will be funded by the company. 

 

Our Requirements:

1. 21 Years of age

2. Qualification: Local Diploma or A-Level 

3. Singaporean or Permanent Resident

4. Foreign Applicants: Bachelor Degree holder with minimum 2 years in the Banking or Finance Industry

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

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