Professional Investment Advisory Services Pte Ltd – Financial Consultant #SGUP

Company
Professional Investment Advisory Services Pte Ltd
proinvest.com.sg
Designation
Financial Consultant #SGUP
Date Listed
18 Jan 2021
Job Type
Entry Level / Junior Executive
Intern/TS
Job Period
Immediate Start, For At Least 3 Months
Profession
Insurance
Industry
Consultancy
Location Name
6 Shenton Way, OUE Downtown 2, Singapore 068809, Singapore
Address
6 Shenton Way, Singapore 068809
Map
Allowance / Remuneration
$3,000 monthly
Company Profile

PROFESSIONAL INVESTMENT ADVISORY SERVICES PTE LTD

Established in 2001 and licensed by the Monetary Authority of Singapore, Professional Investment Advisory Services Pte Ltd ("PIAS") is a multi-award winningfinancial advisory firm in Singapore. PIAS offers a diversified suite of financial services and solutions with a personalised approach.

Job Description

This is SGUnited mid career pathway - enterprise attachment, Individual to be involved in:

  •  Performancing Financial advisory services to customer

  •  Assist customer in performing needs anaylsis

  •  Comparing and matching products and solution to customers needs

  •  Implement and manage cutsomers portfolio of financial solutions

  •  Regular portfolio Review and enhancements

  • Client servicing matters

Attachment period: 9 months

 

Trainee will be provided with training and will gain the following competencies & skillsets

1. SCI Insurance Examination Licensing

2. Overview of PIAS, Financial Advisory process (PIAS Induction - This course available for Trainees passing the CMFAS M5, M9, M9A & HI exams and Licensed applicated with MAS)

3. Establish Relationship

4. Gathering Information

5. Analyse and Evaluation

6. Develop and Propose Recommendation

7. Implement Recommendations

8. Insurance Product knowledge

 

No relevant experience is required or candidate who has up to 5 year- working experience in insurance or non insurance industry can apply for this attachment. 

This is SGUnited mid career pathway - enterprise attachment, Individual to be involved in:

  •  Performancing Financial advisory services to customer

  •  Assist customer in performing needs anaylsis

  •  Comparing and matching products and solution to customers needs

  •  Implement and manage cutsomers portfolio of financial solutions

  •  Regular portfolio Review and enhancements

  • Client servicing matters

Attachment period: 9 months

 

Trainee will be provided with training and will gain the following competencies & skillsets

1. SCI Insurance Examination Licensing

2. Overview of PIAS, Financial Advisory process (PIAS Induction - This course available for Trainees passing the CMFAS M5, M9, M9A & HI exams and Licensed applicated with MAS)

3. Establish Relationship

4. Gathering Information

5. Analyse and Evaluation

6. Develop and Propose Recommendation

7. Implement Recommendations

8. Insurance Product knowledge

 

No relevant experience is required or candidate who has up to 5 year- working experience in insurance or non insurance industry can apply for this attachment. 

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

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