Starr Wealth Advisory – Intern (Financial Services)

Company
Starr Wealth Advisory
starrwealthadvisory.com
Designation
Intern (Financial Services)
Date Listed
25 Oct 2024
Job Type
Entry Level / Junior Executive
Intern/TS
Job Period
From Nov 2024, For At Least 3 Months
Profession
Banking / Finance
Industry
Finance
Location Name
Victoria Street, Bugis MRT Station (EW12), Singapore
Address
220 Victoria St, Singapore 188022
Map
Allowance / Remuneration
$800 - 1,200 monthly
Company Profile

At SWA, we safeguard our clients’ wealth and health. We are passionate about tailoring solutions for our clients to achieve their financial goals. SWA cultivates our consultants to be self-driven individuals who serve from the heart. We provide a suite of personalised financial advisory products and services. On top of leading our team to become competently skilled professionals, we empower our consultants to be independent in their personal growth. Our key strength is in maintaining a climate of optimism and vibrancy, where every member is supportive of each other’s endeavors. SWA believes that every individual has the potential to excel in their own ways, if given the appropriate guidance and opportunities. As you embark on your learning journey with us, we are excited to see you shine. 

Job Description

This Internship provides an opportunity for fresh graduates/tertiary students to be coached to operate in the real business environment. Trainees will be given wide exposure to the financial services sector, and will benefit from the various skills and capabilities development through on-the-job training and working closely with the team where they will assist in various aspects of work such as sales advisory admin, marketing, customer service, business operations and management support. 

What you can expect:

  • Support in various work areas to gain an overall view of the financial services operations
  • Assist in preparation and organization of client’s portfolio
  • Gain exposure in analysis of clients’ financial status and financial goals
  • Support in customer acquisition, campaign activities and business operations
  • Opportunity to undertake sponsored courses that leads to professional certifications
  • Acquire industry-specific knowledge on financial literacy through mentorship by senior financial specialists

Preferred Candidates:

  • Existing Polytechnic students/Diploma graduates 
  • Able to commit a minimum of 3-4 months
  • Strong interpersonal & communication skills
  • Well organised and good multi-tasking abilities
  • Meticulous & a motivated team player
  • Resourceful, independent learner and results-oriented
  • Tech-savvy and proficient in Excel, PowerPoint
Application Instructions
Please apply for this position by submitting your text CV using InternSG.
Kindly note that only shortlisted candidates will be notified.

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