Management Trainee (Wealth Management)
Job Requirements
Job benefits
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Professional Development
Reimburses qualified educational expenses for you who take classes through accredited institutions
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Flexible work hours
Have the flexibility to get work done on your time and in a way that accommodates your lifestyle
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Team-building events
Build camaraderie and trust within the company
This job post is managed by
Skills
Job description for Management Trainee (Wealth Management) at Team Ascension
- The Fundamentals of Wealth Management - including insurance knowledge, financial planning tools, investment techniques, and risk assessment & management
- Estate, Legacy and Investment Planning for Mass Affluent and High Net Worth clientele
- Effective and Powerful Sales & 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 Mass Market Affluent (MMA) 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 at 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
- $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
- Candidate must possess at least a GCE ‘A’ Level Certificate / International Baccalaureate Diploma / Polytechnic Diploma or equivalent
- Males must have completed National Service
- Min. 21 years of age