Julian Lee & Associates is a young and dynamic group of dedicated financial consultants with an average age of 26. A well-regarded agency in our principal company Great Eastern Financial Adviser, a subsidiary of the OCBC Group, we are committed to provide professional financial services and solutions to our clients and to develop aspiring individuals and groom potential leaders in the field. We have a proven track record of discovering and training talented consultants in our agency who have achieved both financial and career success, attaining prestigious international awards and achieving career advancement within their early years on board. You are welcomed to visit our website as well as check out the Star Interns Challenge organized and executed by Julian Lee & Associates @ https://www.facebook.com/starinternschallenge/
Why Join Us?
A core pillar of our group's success is our strong emphasis on career enhancement and nurturing talent. We actively train and motivate our people, as well as provide them with the latest technologies to assist them in engaging and servicing their clients.
Mentored by successful leaders and supported by a dedicated and professional team, you are placed on the fast track to success and are giving every possibility to reach greater heights.
Our goal is to ensure every one of our Financial Advisors excels in their career. Successful candidates will be sponsored for exams and inhouse training of real life work experiences.
It would ultimately lead to being a full fledged and trained financial services professional license.
Job Responsibilities
Job Description
- Support in marketing activities and other aspects of financial services
- Assist in customer acquisition
- Assist in planning and execution of new business development
- Attend all meetings and trainings provided internally and externally
- Weekly study group to analyze various financial plans
Areas that you will be trained in include:
· Decision Management
· Financial Planning: Process and Environment
· Legal Aspects of Financial Planning
· Planning for Business Owners and Professionals
· Wealth Management
Requirements:
“A” Levels / Recognized Diploma from local Polytechnics (Private Diploma subjected to evaluation)
Excellent leadership, interpersonal communication skills
Excellent presentation skills
Ability to establish and maintain effective working relationships with coworkers, managers and clients.
Fluent verbally in english and mandarin
Singaporean and PR only
ORD Personnel are welcomed to apply
Related Job Searches:
- Company:
Julian Lee & Associates - Designation:
Administrative Assistant - Profession:
Accounting / Auditing / Taxation , Admin / Secretarial - Industry:
Finance