Winter Internship (Wealth Management)

Job Summary

Join a Wealth Management Internship to develop financial literacy and advisory skills, gain industry exposure, and build professional networks through mentorship and training by experienced leaders.

Responsibilities

• Develop financial literacy and advisory skills by completing professional certifications relevant to wealth management
• Engage with organization members through chats and events to enhance industry knowledge and communication skills
• Build meaningful professional networks by participating in networking opportunities within the financial services sector
• Receive one-to-one mentorship from experienced professionals to gain insights on personal and career development
• Learn about wealth management strategies including retirement planning, wealth expansion, and preservation
• Understand risk management principles by calculating corporate and individual risks
• Design and architect financial portfolios to meet client needs
• Apply sales and marketing concepts to support client acquisition and retention
• Gain exposure to business management and entrepreneurship principles relevant to financial services
• Experience organizational culture and executive leadership through structured training sessions

Required competencies and certifications

• No visa sponsorship/ passes
• 21 years old this year due to regulatory requirements

Preferred competencies and qualifications

• Graduated from local polytechnics, IB Diploma, A Levels, or universities, or currently an undergraduate from these institutions
• No prior experience required; open to candidates eager to learn and grow in wealth management

Other Information

• Duration: 4-8 weeks
• Monthly allowance: Up to $2000 for undergraduates, up to $4000 for graduates
• Flexible working hours
• Location: Central Business District (CBD) and Work From Home (WFH) options available
• Recruit Success Pte. Ltd. | EA Licence: 24C2093 | EAP: R24120137