Snaphunt Pte Ltd

Trainee Financial Consultant (Under/Fresh Graduates)

Snaphunt Pte Ltd| Date Posted: 29-Jun-2020
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Job Nature:
Permanent
Position Level:
Entry Level, Experienced
Job Category:
Qualification:
'N' Levels / 'O' Levels, Diploma, Bachelor's / Honours

Job Description

OUR HISTORY

Avallis Financial traces its roots back to 1997 when it was first established under the name of First Principal Financial. Building on our heritage as a leading pioneer in independent financial advisory in Singapore, today we continue to grow from strength to strength.

Our success is underpinned by our belief in an open and transparent service model that empowers our clients and puts their interests first at all times. Giving our clients the clear advantage, every time.

Avallis Group is probably the only financial institution in Singapore with the following Dedicated Multi-Platforms under one umbrella:

• Independent Financial Advisory and Employee Benefit (dedicated team)

• External Asset Management (independent private banking) – CMS License

• Insurance Brokerage for HNW clients (UL, IUL, VUL, PPLI)

• Fund Management / Bespoke Portfolio Management

• Family Legacy & Succession Planning (for UHNW/Mega Wealthy clients)

The Role

TRAINEE FINANCIAL CONSULTANT

(Undergraduates / Fresh Graduates – Universities / Polytechnics in Singapore)

Duties:

  • Understanding and applying product knowledge for wealth/financial planning
  • Product comparison of different financial plans 
  • Understanding and applying financial plan construction for clients 
  • Understanding and applying investment portfolio construction for clients 
  • Learning and applying foundations on prospecting, marketing and sales 
  • Building costing model to sustain the financial advisory business 
  • Shadowing the Manager to learn how knowledge is being applied to clients

 

What we offer:

  • Regular In-house workshops/trainings
  • Regular external workshops/trainings from our various partnering financial
  • institutions / banks / insurance companies / fund houses
  • Mentorship and guidance, client leads will be given from time to time
  • Learning a wide range of products/solutions to cater to Mass Affluent, Accredited Investors and HNW markets.
  • Opportunities for promotion to full fledged consultant, senior consultant and team manager
  • We do not do roadshows or require you to go to the streets to acquire clients

Ideal Profile

  • Minimum a Diploma of any discipline
  • You are a strong team player and have the willingness to learn
  • You are a self-starter and demonstrate a high level of resilience

What's on Offer?

  • Work alongside & learn from best in class talent
  • A role that offers a breadth of learning opportunities
  • Fantastic work culture

 

Ref: 38790107

Company Overview
Snaphunt Pte Ltd