Location: Central Region, Singapore
Are you passionate about finance and eager to gain hands-on experience in wealth management? Join our team as a Wealth Management Intern, where you’ll work alongside seasoned professionals to learn the intricacies of financial planning, investment management, and client relationship building.
Responsibilities:
- Assist in client financial assessments, gathering data, and analyzing clients' financial goals and objectives.
- Support wealth managers in creating tailored financial plans and strategies that encompass investments, insurance, and retirement planning.
- Conduct market research to stay updated on trends, economic indicators, and best practices in wealth management.
- Help prepare investment and financial reports for client meetings.
- Manage client information, ensuring data accuracy and confidentiality.
- Contribute to client relationship management by addressing inquiries and assisting with follow-up communications.
Requirements:
- Current enrollment in a degree program in Finance, Business, Economics, or a related field.
- Strong analytical skills with attention to detail.
- Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
- Excellent verbal and written communication skills.
- A proactive attitude with the ability to work independently and as part of a team.
- Strong interest in financial services, wealth management, or investment advising.
Why Join Us?Gain exposure to real-world wealth management strategies and client relationship skills that set the foundation for a successful career in finance. You’ll have the chance to network with industry professionals, engage in a dynamic, growth-focused environment, and build your financial expertise.
Ready to jumpstart your career in wealth management? Apply now!
