Company
Starr Financial Group
mail.com
Designation
Financial Advisor Trainee
Date Listed
12 Jun 2014
Job Type
Entry Level / Junior Executive
Intern/TS
Job Period
Flexible Start - Flexible End
Profession
Accounting / Auditing / Taxation
Industry
Finance
Location Name
200 Changi Road, Great Eastern Building
Allowance / Remuneration
$400 - 900 monthly
Company Profile
A core pillar of Starr Financial 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 Financial Advisors enjoy monetary and lifestyle incentives that include awards, bonuses and trips to annual overseas conventions.
Job Description
Tasks vary depending on the role but typically involve:
- contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises;
- conducting in-depth reviews of clients' financial circumstances, current provision and future aims;
- analysing information and preparing plans best suited to individual clients' requirements;
- completing risk analyses;
- researching the marketplace and providing clients with information on new and existing products and services;
- designing financial strategies;
- assisting clients to make informed decisions;
- researching information from various sources, including providers of financial products;
- reviewing and responding to clients changing needs and financial circumstances;
- promoting and selling financial products to meet given or negotiated sales targets;
- negotiating with product suppliers for the best possible rates;
- liaising with head office and financial services providers;
- liaising with other professionals, such as estate agents, solicitors and valuers;
- keeping up to date with financial products and legislation;
- producing financial reports;
- contacting clients with news of new financial products or changes to legislation that may affect their savings and investments;
- meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.
This position is already closed and no longer available. You may like to view the other latest internships here.
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- Company:
Starr Financial Group - Designation:
Financial Advisor Trainee - Profession:
Accounting / Auditing / Taxation - Industry:
Finance
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