JW management group – Management Associate Intern

JW Management Group specializes in helping SME clients & working professionals define their financial objectives that will help them enhance productivity, employee benefits and risk management solutions. We are a rapid growth firm that provides our clients with insights, strategies, and solutions that will help them improve their portfolio.
JW Management Group is dedicated in helping clients reach their goals in the most effective and expedient manner. We offer the experience, innovation, and resources necessary to succeed in today's challenging markets:
- Strategic Planning
- Corporate Benefits
- Employees Communications & Interactions
- Business Consulting
- Speaking & Seminars

Job Scope:

·         Manage customers' investment and financial portfolio

·         Participate in ongoing projects with Associates, Officers and Managers

·         Obtains clients’ commitment by explaining advantages and risks, providing explanations, attending concerns, answering questions

·         Develop new market opportunities and manage existing client database

·         Prepare proposal and recommendations 

·         Provide ongoing service, support and fostering relationships with existing clients