Internship Opportunities (Apprentice Financial Planner)
Internship @Bill Morrisons Wealth Management in Accounting / Finance ShortlistJob Detail
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Career Level Entry-level
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Experience Fresh
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Qualifications Diploma
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
Requirements
- Holding/Studying a Diploma/Degree/Master/Professional programme or qualification; preferable in finance and financial planning related programme.
- Fresh graduates are encouraged to apply.
- Good attitude and responsible character.
- Self-starter with good in communication and interpersonal skill.
- Proficient in English.