Wiser Alliance – Administrative Executive

Company vision: To be known for the problems we solve, not the solutions we sell.

Wiser Alliance consist of a team of young professionals who specialize in retirement planning, investments, risk management, legacy wealth creation and management, and financial planning. Since our founding, we have created a collaborative environment for our staff and advisers, giving them time to learn in a nurturing and friendly environment whereby ideas are shared freely for the greater good of the team, our clients and the overall image of the industry.

Guided by our values, we believe in growth and that every opportunity presents a chance to learn and to better themselves. We work with a strong team spirit whereby our peers are our teammates and not a competitor. Together, everyone achieves more.  

Part Time Administrative Executive

Work description

Internship Highlight
- Period of internship from May-Jul2020

- Year 1 students are welcomed

- IPad will be given upon completion of training phase

- Training on proprietary financial planning tools will be given

- Back-to-school allowance scheme available

Internship Jobscope
- Checking and ensuring all documents strictly follow the compliance requirements
- Assisting front line staff with updates on clients' portfolio and investments
- Some client engagement in order to discover cross selling opportunities for other products
- Training on Social media advertising and SEO will be given
- Completion of 50 client surveys/feedbacks during internship
- Reaching out to clients for scheduling of market research, appointments and seminars

Requirements
- Interns must possess at least A Levels or Diploma/Advanced/Higher/Graduate Diploma in any field.
- Interns must be open to engage clients as it is not a fully deskbound job
- Interns with experience of clients engagement or financial institution will be preferred
- We regret only shortlisted interns will be called up for interview