Learning Outcome

· The Fundamentals of Wealth Management - including insurance knowledge, financial planning tools, investment techniques, and risk assessment and management
· Estate,Legacy and Investment Planning for Mass Affluent and High Net Worth clientele
· Effective and Powerful Sales and Marketing Techniques
· Business Succession Planning and Risk Management for Business Owners

Job Description

· Network at private events and social functions
· Present our value proposition to potential clients who occupy the MMA (Mass Market Affluent) and HNWI strata
· Create cogent and compelling financial solutions to meet prospective clients' risk management, wealth accumulation and financial systemisation needs
· Engage with existing clients and build further inroads into their social networks
· Educate and empower the public through speaking engagements and other events
· Liaise with affiliated legal, accountancy, medical and other finance professionals to perform integrated, holistic and universal financial management for clients and their respective business interests

Career Prospects

· $100,000 Pay Package upon Graduation
· Overseas Incentive Trips
· 2 - 4 years promotion route to Manager
Coached by Award Winning Industry Practitioners
One to One Knowledge and Skill Mentorship
Personal Development and Team Building Training
Career Opportunities for Management Position
Awarded with Financial Services Certificates


· Entrepreneurship flair
· 3rd or final year tertiary undergraduates from local Universities or private institutions offering a recognised degree programme
· Min. academic qualifications of a full certificate in GCE ‘A’ Levels, International Baccalaureate Diploma qualification, diploma awarded by a Polytechnic in Singapore or equivalent
· Singaporean or PR (foreigners will be considered on a case-by-case basis)
· Males must have completed National Service
· Min. 21 years of age

Work LocationTanjong Pagar
Salary RangeSGD 2000 — SGD 5000 monthly
Stock OptionsNo
Work RemotelyNo
Employment TypeFull Time
Vacancies Available1 available

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