TRUST Advisory – Financial Planner

Company
TRUST Advisory
gmail.com
Designation
Financial Planner
Date Listed
23 May 2017
Job Type
Entry Level / Junior Executive
Full/Perm
Job Period
Flexible Start, Permanent
Profession
Accounting / Auditing / Taxation
Industry
Finance
Location Name
Tanjong Pagar
Allowance / Remuneration
$800 - 5,000 monthly
Company Profile

At the core of TRUST Advisory, we empower individuals with the ability to work alongside with our mission to serve wholeheartedly, build long lasting relationship & assist clients to embrace changes while adapting in the ever-evolving environment. 

At TRUST Advisory, we take pride in what we do daily to provide clients with top-notch services to increase their quality of lives in aspects such as wealth accumulation, wealth preservation, tax planning as well as business succession. We adopt a customer-centric approach with tailored solutions for individual clients with different financial needs and goals. 


Job Description

Trust Advisory is offering an opportunity for self-motivated individuals to join our fast growing organisation to gain expert insight in the financial industry. Successful candidates will be provided with the PRIDE program to develop core competencies to take on a holistic approach in providing our clients with wealth management solutions.

TRUST: Thrive, Reward, Unity, Service, Transform

Core Job Competences:

- Develop and maintain lasting relationships with client

- Analyse and provide wealth management solutions to client's needs

- Monitor global outlook, observe market and investment trends

- Maintain a balance between client's financial needs and goals.

- Delicate service excellency to existing clientele


Job Requirements:

- Certification in GCE A Levels, Diploma awarded by local polytechnics and above or equivalent

- Banking and financial experiences are an added advantage

- Independent, dynamic and results oriented

- Possess good interpersonal skills and be passionate about helping clients in wealth management.

- Entry level candidates are welcome to apply.


Benefits & Rewards:

- Attractive remuneration package

- Overseas Opportunities

- Work-Life Balance

- Personalised professional development program

- Sponsorship for professional certification

Job Code: ISFP001

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

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