Wealth Planning Intern | Accreditation + Incentives | No Experience Needed

Candidates without experience are welcome to apply! Looking for a job that is FLEXIBLE and REWARDING?

Job scope and responsibilities:

Administrative Job Scope

• Provide full secretarial and administrative support to financial services managers and director
• Plan and organize meetings, prepare meeting agenda and presentation materials
• Manage calendars, emails, documents, and filing in a systematic manner
• Liaising with customers to schedule appointments
• Compile data, prepare reports, memos, letters, and other documents
• Archiving and storage of customer data
• Updating of clients' investment portfolios
  

Marketing Job Scope

• Social media marketing – managing social media account
• Content creation using Canva
• Digital Marketing – Skills will be taught and imparted to spearhead and launch online ads via Facebook
  

Why work with us?

• Minimal prior experience required – come with an open mind and we will train you in the relevant areas to build up your skills
• Learn and pick up skills that are highly sought after – people relationship skills, social media marketing skills, digital marketing skills and basic investment knowledge training

Requirements

- Local Diploma OR GCE 'A' Levels