Julian Lee & Associates is a dynamic and vibrant group of dedicated financial consultants with an average age of 26. A well-regarded agency in our principal company Great Eastern Financial Advisers Pte Ltd (GEFA), a member of the OCBC Group, we are committed to provide professional financial services and solutions to our clients, and to develop aspiring individuals and groom potential leaders in the field.
We have a proven track record of discovering and training talented consultants in our agency who have achieved both financial and career success, attaining prestigious international awards and achieving career advancement within their early years on board.
We offer personalized financial advisory services to our clients which include the following:
o Personal financial planning
o Life & health protection
o General insurance
o Corporate planning
o Investment & fund management
o Estate planning
o Wealth management
o Taxation Will & Trust
We are committed to offer an enriching internship experience in the financial services environment which will provide various learning opportunities to develop our interns professionally and personally.
Interns will be exposed to wealth management skills, financial planning knowledge, and being sponsored in all necessary trainings and Capital Markets and Financial Advisory Services certifications.
They will also be involved in all agency’s meetings, training workshops, seminars, events and overseas learning trips, other than their daily job assignments, giving them full first-hand experience of real-life working in a leading financial institution.
Requirements:
- Excellent leadership, presentation
- Good Interpersonal communication skills preferred
- Ability to establish and maintain effective working relationships with coworkers,managers and clients.
- Verbally fluent in English and Mandarin
- Singaporeans and PR only (MAS) requirement
Related Job Searches:
- Company:
Starr Financial - Julian Lee & Associates - Designation:
Financial Services Intern - Profession:
Accounting / Auditing / Taxation - Industry:
Finance