Professional Investment Advisory Services Pte Ltd – Wealth Management Trainee

Company
Professional Investment Advisory Services Pte Ltd
proinvest.com.sg
Designation
Wealth Management Trainee
Date Listed
27 May 2021
Job Type
Entry Level / Junior Executive
Intern/TS
Job Period
Immediate Start, For At Least 3 Months
Profession
Consulting
Industry
Finance
Location Name
Singapore
Work from Home
Allowance / Remuneration
$400 - 1,200 monthly
Company Profile

Who we are

Professional Investment Advisory Services Pte Ltd ("PIAS") has one of the largest, most respected and fastest growing network of financial advisers in Singapore.

PIAS is majority owned by Aviva Ltd. Established in 2001 and licensed by the Monetary Authority of Singapore, PIAS is a multi-award winning financial advisory firm in Singapore. PIAS offers a diversified suite of financial services and solutions with a personalised approach.

Vision

To be Singapore’s leading and respected financial services brand and be recognized as the ‘preferred and chosen’ partner – for our clients, advisers, product providers and the community.

Mission

To be the financial life partner of our clients, delivering quality financial advice and solutions that are tailored to the needs of our discerning clients.

To provide the framework and support for our advisers to allow them to build rewarding and sustainable businesses.


Values

These are the values that guide us as we pursue our vision and perform our mission. These values are described by the acronym PIAS itself.

Job Description

Responsibilities:

  •  Develop and recommend a comprehensive financial plan

  •  Ability to manage and execute business forecast and targets on a day-to-day

  • Understand company's products, worksite marketing and corporate solutions

  • Utilise all possible channels to source quality business clients

  • Involved in the discussion, research, online marketing, planning, and executing activities to engage potential referral partners/end clients

  •  Preparation of pre-sales materials

  • Assist in post-sales follow ups

  • Tagging for sales appointment

 

Requirements:

  •  Excellent communication and interpersonal skills

  •  Independent, self-motivated, and driven

  • At least a full certificate in GCE 'A' level, International Baccalaureate Diploma qualification, Diploma awarded by a polytechnic in Singapore or equivalent

  •  Cheerful and outgoing to get along with potential clients

  • Min duration 3 months

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

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