We are a passionate and driven team within the wealth management and financial advisory industry. Our mission is to empower individuals to achieve financial freedom and security through tailored financial solutions and expert guidance. With a strong commitment to excellence and innovation, we consistently nurture and develop top-tier talent, ensuring our clients receive the highest level of service and strategic advice.
Our dynamic team, led by experienced professionals, provides a supportive environment that encourages growth, collaboration, and continuous learning. Whether through mentorship or hands-on experience, we strive to equip our team members with the tools they need to excel in their careers and make a positive impact on clients’ lives.
Professional Wealth Management Internship
Are you a motivated and ambitious individual looking to gain hands-on experience in the financial services industry? Join us for an exciting opportunity to learn the fundamentals of wealth management and financial advisory, while working alongside a high-performing team in a dynamic environment.
Key Responsibilities:
- Assist in preparing and reviewing financial plans for clients.
- Conduct market research and analysis to support client recommendations.
- Help with client portfolio management and monitoring investment performance.
- Participate in business development activities, including client meetings and networking events.
- Support administrative tasks related to financial advisory processes.
What You’ll Gain:
- Real-world experience in wealth management and financial consulting.
- Mentorship from experienced professionals and exposure to industry best practices.
- Opportunities to build your professional network within the financial services sector.
- A deeper understanding of financial products, investments, and advisory services.
Requirements:
- Current undergraduate student or recent graduate with a passion for finance.
- Strong analytical skills and attention to detail.
- Excellent communication and interpersonal skills.
- Ability to work independently and collaboratively within a team.
- Proficiency in Microsoft Office (Excel, PowerPoint, Word).
Join us to kickstart your career in wealth management and be part of a supportive, growth-focused team!
Related Job Searches:
- Company:
Bryan Yap (AIA) - Designation:
Professional Wealth Management Intern - Profession:
Banking / Finance - Industry:
Finance - Location:
Novena