Management Associates

Advisors' Clique

Management Associates

Advisors' Clique


Job Nature: Permanent, Internship

Position Level: Entry Level, Experienced

Job Category: Insurance Agents/Brokers, Account Management, Business Development, Channel/Distribution

Qualification: Bachelor's / Honours

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Management Associates

The selected candidate will undergo a training program to establish a strong foundation in financial literacy, sales & business development and clientele acquisition. A mentor will be assigned to facilitate the learning process. You will learn the essential skills to build and nurture strong relationship with the mass affluent and high net worth clients and managing their portfolios.

A basic salary of $3,000 (up to $4,000 for experienced candidates) and attractive variable awaits successful candidates.

 

Responsibilities:

  • Understand and be familiar with the products and services offered by the company and its service providers.
  • Reach out to prospective clients and understand their portfolio and needs to present a financial plan.
  • Present and pitch to business entities to provide corporate solutions & services.
  • Acquire the mass affluent and high net worth clientele base.
  • Build and nurture a strong relationship with the clients.
  • Provide clients with the necessary portfolio servicing and conducting periodic reviews.
  • Assist clients by working with other departments or service providers to achieve their financial objectives.

 
Requirements:

  • A Bachelor’s Degree or diploma from a polytechnic
  • Meticulous individuals with strong presentation skills
  • Ability to communicate with people at all levels
  • High energy levels and enthusiasm
  • Strong integrity & motivated
  • An outgoing personality

 
 
Only shortlisted candidates will be notified.
 

Company Overview

Advisors' Clique,  a name synonymous with dynamism, Advisors’ Clique has a team of dedicated financial consultants to provide clients with financial advisory services, risk and wealth management solutions.
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