Company
Henry Kencana & Associates
gmail.com
Designation
Financial Advisor
Date Listed
27 May 2016
Job Type
Entry Level / Junior Executive
Full/Perm
Job Period
Immediate Start, Permanent
Profession
Accounting / Auditing / Taxation
Industry
Finance
Location Name
Central Business District (CBD)
Allowance / Remuneration
$2,000 - 8,000 monthly
Company Profile
Great Eastern Life Assurance Co Ltd (GELA) is a wholly-owned subsidiary of Great Eastern Holdings Limited and is a member of the OCBC Group. As a licensed Financial Adviser, we bring together a suite of insurance solutions and wealth management opportunities for the client.
Henry Kencana & Associates is a group of individual financial planner representing GELA. We offer our clients financial advisory services, risk and wealth management solutions.
Job Description
- Establish clients' financial goals
- Determine current financial situation
- Identify shortfalls
- Customise solutions to suit needs
- Take action to implement solutions
- Review regularly clients' financial plans
- Help clients prioritise needs and manage cash flow
- Plan for their children's education and their retirement needs
- Help clients avoid procrastination
- Provide advice on insurance plans
- Guide them in saving prudently
Job requirements
- Full certificate in GCE 'A' Level, International Baccalaureate Diploma qualification, diploma awarded by a polytechnic in Singapore or equivalent. Degree holders are preferred.
- Good knowledge of banking, wealth management & insurance products is an added advantage
- Excellent customer focused mindset
- Personable, sincere, strong integrity & determination
- At least 21 years old. This is a regulatory requirement.
This position is already closed and no longer available. You may like to view the other latest internships here.
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