Job Description

Company
William Tan Organisation
williamtanorganisation.com.sg
Designation
Financial Services Traineeship
Date Listed
28 Jun 2022
Job Type
Entry Level / Junior Executive
Part/TempIntern/TS
Job Period
Flexible Start - Flexible End
Profession
Insurance
Industry
Finance
Location Name
Newton, Singapore
Address
Newton, Singapore
Map

Allowance / Remuneration
$800 - 1,500 monthly

Company Profile
William Tan Organisation A group of agency units of Prudential Assurance Company Singapore (Pte) Ltd Reg No. 199002477Z
Traineeship Overview
Students who embark on this trainee program with William Tan Organisation will get on a Journey of Self Discovery, Financial Empowerment and knowledge of Entrepreneurship. William Tan Organisation is a group of agency units of Prudential Assurance Company Singapore (Pte) Ltd. As an Organisation, we have been offering Financial Consultant Trainee positions for students who want to challenge themselves and have a phenomenal experience working in the financial industry. With a strong system and training programme, together with dedicated mentors, William Tan Organisation has in the past successfully groomed many students’ financial consultants into Agency Leaders and also MDRT Financial Consultants upon their graduation, attaining financial freedom and success. We are confident and will continue to groom students into successful individuals.

Financial Services Traineeship
Interested in earning additional allowances, gaining transferable skills and building your network while studying?
Want to get a head start in the finance industry? Calling to all self-driven undergraduates, fresh graduates and those who seek a new meaningful career as a Financial Consultant.
What You Will Take Away from This Traineeship

• 
  Gain real-life exposure to the financial industry
• Boost your knowledge on financial and investment literacy & wealth accumulation, equipping you with the skillsets of financial literacy and sales technique.
• Mentorship opportunities by experienced industry practitioners while building strong relationships with fellow students from various varsities.
• Providing you valuable experience in the workings of the financial sector and understanding the market.
• Improve your communication skills and learn how to build a good rapport with their clients.
• A better understanding of how the financial analyses is conducted.
• Build your network and lifelong relationships. Acquisition of new clients and maintaining relationships with existing clients by providing sound financial advice and excellent customer service.
• Ability to manage and execute business forecast and targets on day to day.
• Apply your interest and knowledge of finance to money management, financial planning and cash flow analysis.

Responsibilities & Learning Objectives
Trainees will be responsible for and learn to become proficient in the following areas*:

• Being certified in M5, M9, M9A and HI
• Attending mandatory foundation training
• Prospecting for clients
• Client acquisition through referral programmes
• Portfolio analysis, manage client’s financial planning
• Customised digital marketing techniques, creation of social media identity and presence and market segmentation

• 
  Trainees will only engage in actual sales advisory work after being licensed and contracted with Prudential Assurance Company Singapore (Pte) Ltd.

Entry Requirements
We are looking for result-oriented and talented individuals who are interested in a career in sales and are keen to learn and develop a good understanding of the role of a financial consultant in the financial service industry in Singapore.

• Minimum 21 years of age (Regulatory Requirement)
• Minimum academic qualifications of a full certificate in GCE ‘A’ Level, International Baccalaureate Diploma qualification, Diploma awarded by a polytechnic in Singapore or equivalent.

William Tan Organisation A group of agency units of Prudential Assurance Company Singapore (Pte) Ltd Reg No. 199002477Z and Mei Shyuan & Associates An agency unit of Prudential Assurance Company Singapore (Pte) Ltd Reg No. 199002477Z
Approval Code: 709/20Jun22
Application Instructions
Please apply for this position by submitting your text CV to or
Kindly note that only shortlisted candidates will be notified.