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Financial Planner Trainee job in Ang Mo Kio at AXA Insurance Pte Ltd (HQ)

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Financial Planner Trainee at AXA Insurance Pte Ltd (HQ)

Financial Planner Trainee

AXA Insurance Pte Ltd (HQ) Ang Mo Kio Permanent
Apply Now

Just graduated from local polytechnic?

AXA Work-Study Programme Oct/Nov 2021 Intake is happening right now!

Here’s how Work-Study Programme can boost your employability:

Work-Study Programme is a collaboration between AXA Insurance Pte Ltd, Temasek Polytechnic and SkillsFuture Singapore which aims to give fresh polytechnic graduates a head-start in their careers related to their discipline of study with the following perks:

Enjoy a sign-on incentive of $5,000*, ‘Earn and Learn’ with a monthly salary of $2,000 and be awarded with a Specialist Diploma in Financial Advisory Services!

Role: Financial Planner Trainee

What You will Learn

  • Capital Markets and Financial Advisory Services (CMFAS) papers
  • Participants will be awarded the Specialist Diploma in Financial Advisory Services upon successful completion of the following:
  • Post-Diploma Certificate in Marketing & Financial Planning
  • Post-Diploma Certificate in Investment Products & Data Analytics

Job Description

  • Understand clients’ insurance protection, financial needs and recommend tailor-made solutions, enabling clients to enjoy the full benefits of AXA comprehensive range of products and services
  • Offer proactive and personalised financial services to the clients
  • Establish and maintain a professional long-term relationship with clients through periodic follow-up and reviews
  • Apply regulatory and ethical considerations to the practice of financial planning and marketing financial products
  • Employ data analytics and other computer-based business intelligence strategies for marketing and investment purposes
  • Conceptualise structures of investment schemes

Candidate Requirement

  • Singaporeans or Singapore Permanent Residents who are within three years of either graduation OR Operationally Ready Date (ORD) for National Servicemen
  • Candidates are required to have received a diploma in either Finance or Business-related disciplines of study from a local Polytechnic
  • Candidates not from Finance or Business-related discipline of study in local Polytechnics may qualify, subject to Temasek Polytechnic’s evaluation and approval
  • Be at least 21 years old

What Are We Offering

  • Monthly Salary of $2,000 for 12 months
  • *Enjoy a sign-on incentive of $5,000This sign-on incentive will be disbursed to the participant’s bank account in two tranches:
    • First tranche of $2,500 — eight weeks after the submission of the signed Agreement of Grant document by the participant
    • Second tranche of $2,500 — eight weeks after the successful completion of the Work-Study Programme
  • A well-structured and comprehensive training programme by AXA and our team of dedicated trainers
  • Ongoing personalised training by the assigned mentor to suit your needs at every step of your career
  • Access to a comprehensive AXA product suite including third party companies’ products to further enhance our product offering to clients
  • Annual leave benefits
  • Medical benefits

Programme Details

  • Registration Deadline: 2nd Aug 2021
  • Programme Commencement: Late Oct/Early Nov 2021
  • Work-Study Programme is a nationwide programme and AXA Insurance Pte Ltd is one of the participating companies.
 

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