jobs in Elite Advisory Pte Ltd

Full Time Traineeships Jobs, in Elite Advisory Pte Ltd - Maukerja

Traineeships

Elite Advisory Pte Ltd

Undisclosed

Full Time

Singapore

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Working Location

  • Singapore Singapore

Job Description

Responsibilities

Student loan to pay off? Want to earn more than your peers? Want to go for that dream holiday? Let us help you achieve all these!


About EAS Trainee Programme


  • The EAS Traineeship Programme is a 9-month structured programme for fresh graduates and mid-career individuals who seek to widen their professional networks and gain in-demand skills to fast track their career.
  • Successful applicants will undergo foundation training and one-to-one coaching with our Agency Leaders. They will gain a better understanding of the insurance industry and the fundamentals of financial planning, learn essential product knowledge, and get equipped with professional skills to do well in this sector while making a meaningful contribution to the organisation and the community we serve.

Roles and Responsibilities


  • Develop individualised financial advice based on clients’ financial and protection needs
  • Help clients with financial planning in aspects such as retirement, education and investments
  • Provide clients with recommendations on wealth accumulation in accordance to their goals
  • Build long-term and trusted relationships with clients

Technical Skills and Competencies You will Learn


Insurance and Financial Planning Fundamentals

Certifications in CMFAS

Communication and Networking Skills

Sales and Marketing Skills

Client Relationship Management


If you have the following qualities, we would like to meet you:


  • At least 21 years old
  • Candidates must possess at least a GCE A Level Certificate, Diploma or Advanced Diploma from a recognised institution
  • Good interpersonal skills
  • Leadership potential
  • Committed, driven and eager to succeed
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Training and Development Roadmap

EAS offers one-to-one personalised coaching and mentoring to support trainees on their professional development journey.


Licensing Examination

Financial Services Consultants (FSCs) in Singapore are licensed and regulated by the Monetary Authority of Singapore (MAS) under the Financial Advisers Act (FAA). To carry out advisory services, FSCs are required to pass the requisite Capital Markets and Financial Advisory Services Examination (CMFAS Exam).

The CMFAS modules are namely:

Rules and Regulations for Financial Advisory Services (M5)

Health Insurance (HI)

Life Insurance and Investment-Linked Policies (M9)

Certification in General Insurance (CGI)
1. Basic Insurance Concepts and Principles (BCP)
2. Personal General Insurance (PGI)
3. Commercial General Insurance (ComGl)

Life Insurance and Investment-Linked Policies (M9A)

For more information, please refer to this website: *************

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