Acho – Wealth Management Program

Company
Acho
gmail.com
Designation
Wealth Management Program
Date Listed
19 May 2015
Job Type
Entry Level / Junior Executive
Full/Perm
Job Period
Flexible Start, For At Least 6 Months
Profession
Accounting / Auditing / Taxation 
Industry
Finance
Location Name
Tanjong Pagar
Allowance / Remuneration
$2,000 - 3,000 monthly
Company Profile
We are a leading Financial Services Group strives to be number one in providing financial solutions; we understand the importance of listening and providing our people with ample opportunities for growth and development.
In our current expansion, we are looking for individuals who are high-energy, dynamic and excellent communication and interpersonal skills, and are comfortable with a face paced environment, where reaching an outcome and achieving results is critical for your success.
If you feel that you have what it takes to undertake the challenge, we welcome you on board!
Job Description

What You Can Expect?

As a Wealth Manager, the incumbent will provide affluent individuals to help them protect, manage and grow their wealth.
On Boarding
The incumbent will learn about the wide range of financial solutions, sales advisory process as well as other requirements during the induction program.

During the Program

The incumbent will be trained on both technical and soft skills which will be picked up at the wide range of technical workshops that cover both products and processes. Critical soft skills like questioning techniques will also be covered. The incumbent will also be kept abreast with the Rules and Regulations as well as the ethical issues relevant to the Financial Industry.
To gain a deeper understanding of important business process, specialized workshops are well designed for to enhance the efficiency of the incumbent. The incumbent will also be kept abreast of the market outlook and fund updates through the various workshops and courses available.

Upon completion (Career Progression)

The incumbent will be appointed to Wealth Manager Title, and be entitled to the following benefits:

Niche Positioning
- Wealth Manager Title
- Prestige Piece (Personalized Individual Wealth Manager Write Up)
- Personalized Letterheads

Business Support
- Dedicated Case Manager within New Business to support the Wealth Manager
- Exclusive Business Activities with Clients

Rewards and Encouragement
- One-off expense allowance of $1,000 to defray their business expense
- Yearly Overseas Incentive Trips

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

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