Julian Lee & Associates was formed in 2009, consisting of an efficient class of young financial planners at the average of 26, the major difference between us and other agencies is that we provide a structured platform for our planners to develop in various discipline-
v A proven and organized sales and marketing platform that will kick start your career with guidance from our senior planners;
v Constant inhouse trainings conducted by our Directors, Managers and veterans in the financial industry guarantees that you will receive an everlasting experience, your stay with us will always be eventful;
v Monthly Company review to ensure every planners are achieving their goals and top planners will be rewarded with bonuses and incentive trips around the globe
v etc…
- Support in sales and marketing activities
- Assist in customer acquisition
- Assist in planning and execution of new business development
- Attend all meetings and trainings provided internally and externally
Contracted Candidates after Internship will be trained through three phases.
- Sales, Customer Service, Marketing and Professional Responsibilities
- Tax and Estate Management
- Investment Planning
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- Company:
Julian Lee & Associates - Designation:
Wealth Management Intern - Profession:
Accounting / Auditing / Taxation - Industry:
Finance