Job Detail
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Career Level Entry-level
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Experience Fresh
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Qualifications Diploma
Job Description
INTERNSHIP
Job Description
- Assist qualified/licensed financial advisors in preparing financial plans for clients.
- Assist to draft proposals for clients
- Handling and managing follow ups of new business cases
- Conduct product comparison across different providers
- Assisting in analyzing and comparing unit trust funds
- Assist to update company’s monthly market outlook
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Requirements
- Holding/Studying a Diploma/Degree/Professional programmes or qualification
- Preferable in finance and financial planning related programmes
- Good attitude and responsible character
- Previous working experience will be added advantage
- Self starter with good in communication and interpersonal skill
- Proficient in English