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.
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
Related Job Searches:
- Company:
Starr Wealth Advisory - Designation:
Intern (Financial Services) - Profession:
Banking / Finance - Industry:
Finance - Location:
Downtown Core