jimmy Chen & Associates – Financial Consultant

Company
jimmy Chen & Associates
gmail.com
Designation
Financial Consultant
Date Listed
19 Apr 2016
Job Type
Entry Level / Junior Executive
Intern/TS
Job Period
From 13 May 2016 - 19 Apr 2017
Profession
Accounting / Auditing / Taxation 
Industry
Finance
Location Name
600 North Bridge Road Parkview Square 2 #04-01 188778
Allowance / Remuneration
$500 - 1,000 monthly
Company Profile
We are a young and expanding team of financial professionals seeking for management associates/financial consultants. Must be able to work independently, have good organizational and customer service skills and eager to learn about the financial services industry. We value hard work and great attitude above all else!

Prudential Singapore, an indirect wholly-owned subsidiary of UK-based Prudential plc, is one of the top life insurance companies in Singapore. We have been serving the financial and protection needs of Singaporeans for 85 years. Our focus is to bring well-rounded financial solutions to customers through our multi-channel distribution network, with product offerings in Protection, Savings and Investment. We are one of the market leaders in Protection, Savings and Investment-linked plans with S$28.7 billion funds under management as at 30 June 2015. In 2014, we were awarded an AA Financial Strength Rating by leading credit rating agency Standard & Poor’s.
For the last 11 consecutive years, we have been awarded the Gold Award in Reader’s Digest Trusted Brands. In 2013 and 2014, we were presented with Asia’s Employer of the Year Brand Award by the Branding Institute and the World HRD Congress. Prudential Singapore was also awarded the NTUC Plaque of Commendation (Gold) Award in 2014, and the Singapore Human Resource Institute presented the company with the Leading HR Practices in Quality Work-Life, Physical & Mental Well-Being Award in 2014 and the Leading HR Practices in Lifelong Learning Award in 2015.

Job Description
Financial Planner
- 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

• Trusted Advisor
- Help clients prioritise needs and manage cash flow
- Plan for their children's education and their retirement needs
• Financial Coach
- Help clients avoid procrastination
- Provide advice on insurance plans
- Guide them in saving prudently

• Financial Solutions Provider
- Help clients achieve their financial goals
- Provide information for them to make informed decisions
- Offer affordable financial solutions and options to choose from
This position is already closed and no longer available.  You may like to view the other latest internships here.

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