Contract work/ Part-time work
Wealth And Asset Management Associate
on 2021-06-10 37 views

Start and grow your finance career with us as a Wealth And Asset Management Associate!

Graduate Advisory Group

Graduate Advisory Group members View more

  • Jowena Chua
    Business (Finance, HR etc.)

What we do

Graduate Advisory Group is a group of financial consultants representing Great Eastern Financial Advisers Private Limited. We started out as part of a project supported by our Principal Great Eastern Life to groom quality future advisors.

Today, Graduate Advisory Group has blossomed into a firm of quality advisors that the project had set out to achieve.

Why we do

We take pride in recruiting only graduates and serving predominantly a graduate clientele base. Our youthful and vibrant team hopes to make a difference in our small way to the financial advisory landscape by providing quality tied agency advisory work.

Our Vision
A group recognized for making a difference to its stakeholders.

Our Mission
Making a difference to people's lives

Core Values
Gratitude, Integrity, Reliability, Loyalty, Performance

How we do

We strive to provide you with the best financial advisory experience through ethical and competent practices.

There are no shortcuts to success and therefore there will not be a shortcut to our wealth management process. We want all our clients to go through a robust process to eventually achieve financial freedom.

We diligently invest in our people, training and developing their competency, providing the best tools and platform, so that we can better serve our clients. Graduate Advisory Group is committed to developing our people, and to growing collectively as one team.

As a new team member

Job Description:
- Understanding client's financial goals, aspirations, and concerns.
- Provide financial advice across a variety of financial products and services.
- Provide comprehensive financial planning and wealth management solutions
- Cultivate a winning team culture with a positive attitude, performance mindset and practice communication
- Explaining pros and cons of various investment strategies, identify shortfalls an provide recommendations
- Identify shortfall and provide recommendations

Job Requirements:
- Singaporeans/PR
- 21 and above
- 'A' Levels, Local Diploma, Degree
- No work experience required as training will be provided
- Ability to work in a team-oriented environment
- Numbers driven and result-orientated

- Strong mentorship, coaching and support from our Managers
- Basic monthly allowance + full commission package
- Learn the art of wealth accumulation and preservation for clients
- Work life balance
- Energetic, positive and fun-filled, family-orientated working environment
- Career progression

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Company info
Graduate Advisory Group
  • Founded on 2015/01
  • 1 Gateway Drive, Westgate Tower, #18-04 S608531
  • Start and grow your finance career with us as a Wealth And Asset Management Associate!
    Graduate Advisory Group