Financial Consultant - Full time/ Internship/Traineeship-Entry level
Singapore, Singapore
Finance
Full-Time
Posted 16 days agoUpdated 16 days ago
Job description
Individual to be involved in:
- Performancing Financial advisory services to customer
- Assist customer in performing needs anaylsis
- Comparing and matching products and solution to customers needs
- Implement and manage cutsomers portfolio of financial solutions
- Regular portfolio Review and enhancements
- Client servicing matters
Trainee will be provided with training and will gain the following competencies & skillsets:
1. SCI Insurance Examination Licensing
2. Overview of PIAS, Financial Advisory process (PIAS Induction - This course available for Trainees passing the CMFAS M5, M9, M9A & HI exams and Licensed applicated with MAS)
3. Establish Relationship
4. Gathering Information
5. Analyse and Evaluation
6. Develop and Propose Recommendation
7. Implement Recommendations
8. Insurance Product knowledge
No relevant experience is required or candidate who has up to 5 year- working experience in insurance or non insurance industry can apply.
Must have skills
About the company
Established in 2001 and licensed by the Monetary Authority of Singapore, Professional
Investment Advisory Services Pte Ltd ("PIAS") is a multi-award winning financial advisory firm in
Singapore. PIAS offers a diversified suite of financial services and solutions with a personalised
approach.
PIAS has one of the largest, most respected and fastest growing networks of advisers in
Singapore. PIAS’ professional advisers provide sound and comprehensive financial advice at
both individual and corporate levels.
PIAS is an affiliate of Aviva group of companies.
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