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Management Trainee (Wealth Management)

SGD3,000/Month
Full-Time · On-site
1 - 3 years of experience
Posted 3 years agoUpdated 15 days ago

Job Requirements

On-site
1 - 3 years of experience
Minimum Associate Degree
21-29 years old

Job benefits

  • Professional Development

    Reimburses qualified educational expenses for you who take classes through accredited institutions

  • Flexible work hours

    Have the flexibility to get work done on your time and in a way that accommodates your lifestyle

  • Team-building events

    Build camaraderie and trust within the company

This job post is managed by

JA
Jeremy Au
Online yesterday

Skills

Job description for Management Trainee (Wealth Management) at Team Ascension

At Infitnity Assurance Management, your success is our testament!
Our organisation is not your usual run-of-the-mill organisation where you are solely valued based your results. We believe in people development and our organisational culture is centred around the motto: “If you do what you love, you'll never work a day in your life."
This is an opportunity to be part of one of the largest organisations, where we will nurture you to your full potential while achieving your desired success level. In this Management Associates program, you will get the opportunity to work with a highly driven and motivated team who will personally mentor and guide you.
Under this program, we have a structured system to provide you with the necessary skills and knowledge that you will require in Wealth Management.
Learning Outcome
  • 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
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
Requirements
  • 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
About the company
Team Ascension
Financial Services
Team Ascension is a premier agency representing Prudential Assurance Co Singapore. Team Ascension is currently one of the largest and fastest growing groups within Prudential Singapore. Our Management Associates are mostly graduates from an array of notable tertiary institutions (NUS, NTU, SMU, etc.). We engage in industry-shaping initiatives for our recruitment outreach as well as our financial consultancy services. Our training programs coupled with our culture of excellence and abundance has ensured that many of our new Consultants become proficient at what they do within months of joining us and at the same time achieve top honours in the company and industry.
Prudential Singapore, an indirect wholly-owned subsidiary of UK-based Prudential plc, is one of the top life insurance companies in Singapore. We have been serving the financial and protection needs of Singaporeans for 85 years. Our focus is to bring well-rounded financial solutions to customers through our multi-channel distribution network, with product offerings in Protection, Savings and Investment. We are one of the market leaders in Protection, Savings and Investment-linked plans with S$28.7 billion funds under management as at 30 June 2015. In 2014, we were awarded an AA Financial Strength Rating by leading credit rating agency Standard & Poor’s.
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Management Trainee (Wealth Management)