Planners Inc – Financial Advisory Summer Internship Program

Company
Planners Inc
rep.greateasternfa.sg
Designation
Financial Advisory Summer Internship Program
Date Listed
03 Mar 2022
Job Type
Entry Level / Junior Executive
Intern/TS
Job Period
From May 2022, For At Least 3 Months
Profession
Insurance
Industry
Finance
Location Name
1 Gateway Drive, Westgate tower office, Singapore
Address
1 Gateway Dr, Singapore 608531
Map
Allowance / Remuneration
$800 - 3,000 monthly
Company Profile

At Planners Inc. we know that the best kind of internships are those that allow you to learn professional life skills beyond the classroom curriculum. You will be exposed to mentoring sessions focused on helping you achieve clarity about your future and career options, learn from real-life financial advisory case studies as well as the challenges and experiences in personal wealth management journey.

Job Description

The Internship period will be May 2022 through July 2022 (12 weeks) *exact start & end date subject to change. Interns working hours are weekdays 10am to 6.30pm. In the management of work matters and due to exigencies, you may be required to work on such days or hours outside normal working hours as the company considers necessary to meet the demands of the Company. 

The Internship location is at Planners Inc's office: 19F, Westgate Tower, 1 Gateway Drive, Singapore 608532

Basic requirements expected of the interns are as follows:

  1. Complete a minimum of 3 Financial Planning Case Studies 
  2. Complete readings, reviews, journaling, reflections and goal setting exercises 
  3. 90% attendance & punctuality 
  4. "To not violate the rules of Personal Data Protection Act (PDPA) and the Non-Disclosure Agreement (NDA) between intern and Planners Inc.

Other program requirements: 

  1. Personal Development & Wealth Management Modules
  2. Business Development Project
  3. Shadowing and learning from Successful Mentors 
  4. *Internship Challenges 
  5. **Overseas Retreat

"Internship Challenges will be structured in relation to the final number of interns per cohort. **2022 Mid Year Review or New Advisers Boot Camp. Interns will receive a basic allowance for the completion of all requirements of the program.

This position is already closed and no longer available.  You may like to view the other latest internships here.

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