Student Planner (Finance Industry)
Synerge Connexion
- Outram, Singapore
- Permanent
- Full-time
- Understanding of financial portfolio management - managing of personal finance, investments in various asset classes. Eg. Investments in funds / Unit Trusts
- Market research on financial planning such as CPF, Tax planning, Wealth planning, Shortfall planning and Retirement planning
- Evaluate and give proper financial advice to family and friends
- Gather and master the traits in principles of entrepreneurship, salesmanship and leadership
- Training in communication skills with the ability to effectively interact with clients
- Role play to address client scenarios and deal with real-life financial scenarios
Kindly note that only shortlisted candidates will be notified.Agent Note This position is posted on behalf of a client by a third party agent.
InternSG