Assisting clients in their financial/wealth planning Developing new accounts for the company and increase clientele base Networking sessions with clients to build and maintain relationship Calling up leads to arrange appointments Target mass affluent and high net-worth accounts Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments) Assess client’s overall financial picture, understand their needs and de ...

Our Client is ranked top 5 preferred in financial planning. The management had a different approach in training and success methods for their mentees. This has resulted to assisting many to achieving financial freedom. Love to achieve financial freedom as well as helping others Sincere approach and advice clients on Protection, Saving & Investment needs for self or family Building long-term relationship with clients Assist client on wealth accumulation and protection Provide recommendation to m ...

Investment and Financial Management Intern (Internship 3-12 weeks) Assist team leader in preparation work for client presentation Handle proposals Drafting investment plans and financial plans for client appointments Analyze and evaluate clients portfolio and provide appropriate solutions or opinion for future plans Assist in clients investment planning and act as liason to multiple financial service providers and investment platforms Minimum Diploma or A Levels and above Required languag ...

Our client is now a successful group of financial consultants representing Great Eastern Financial Advisers Private Limited (GEFA), with a strong culture and unique identity. Helping clients to accomplish their Financial Objectives through Financial Portfolio Analysis Developing, Presenting and Inplementing Financial Strategies Helping Businesses to construct their Risk Protection Solutions Potential Leadership and Management path in team building Welcome Bonus for Successful Candidates Applica ...

Our client is now a successful group of financial consultants representing Great Eastern Financial Advisers Private Limited (GEFA), with a strong culture and unique identity. Helping clients to accomplish their Financial Objectives through Financial Portfolio Analysis Will be heavily involved in Programme aimed to groom candidates to be ready for an Management Position to lead an entire team Developing, Presenting and Implementing Financial Strategies Helping Businesses to construct their Risk ...

Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan. Answering client questions about financial plans and strategies and giving financial advice. Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives. Reviewing client accounts and plans on a regular basis to understand if li ...

Our Client, a very well established first bank formed in 1946 and owned by the Indonesia Government. In Singapore, they are located within the heart of Singapore’s central business district, is the only Indonesian Bank to hold a Full-Bank license in Singapore. Assist Head of Department to manage a team of Customer Service staff handling Remittances and Current/Savings account opening as well as doing know-your-customer (KYC) monitoring etc. Assist Head of Department in handling customers' compl ...