Wealth Asia LLP Hiring! Investment Advisory Intern in Central Region (Singapore), Earn up to SGD 1,500 - Ricebowl

Overview
Embark on an exciting journey as an Investment Advisory Intern, where you will gain hands-on experience in the dynamic world of wealth management, sales prospecting and financial planning. This internship offers a unique opportunity to develop your expertise in investment strategies, client relationship management, conducting sales, and financial analysis. You will work closely with seasoned professionals to understand the intricacies of asset management, estate planning, and securities law, all while honing your skills in financial software and research. Join us to build a solid foundation for a future career in financial services, helping clients achieve their financial goals with confidence and clarity.

Responsibilities

• Assist in developing comprehensive financial plans tailored to clients’ needs, including estate planning, tax strategies, and investment management.
• Support in conducting of sales and meeting sales targets.
• Support senior advisors by conducting research on market trends, securities law updates, and new investment opportunities.
• Contribute to portfolio management activities by analyzing asset allocations and monitoring investment performance.
• Help prepare client presentations and reports that clearly communicate complex financial concepts with clarity and professionalism.
• Participate in client meetings to observe relationship management techniques and learn effective communication strategies.
• Collaborate on cash management and banking operations to ensure seamless service delivery for high-net-worth clients.
• Gain exposure to financial software tools used for analysis, reporting, and customer relationship management (CRM), enhancing technical proficiency.

Experience

• Currently enrolled in a bachelor’s or master’s program with a focus on finance, accounting, economics, or related fields.
• Demonstrated interest or coursework in estate planning, wills, trusts & estate law, or tax experience is highly desirable.
• Strong understanding of financial concepts such as investment management, risk assessment, and portfolio analysis.
• Excellent analytical skills with the ability to interpret financial data accurately and efficiently.
• Effective communicator with the ability to explain complex topics clearly and professionally.
• Familiarity with financial analysis tools or financial software is preferred; experience with research or public accounting is a plus.
• A proactive learner eager to develop expertise in wealth management, securities law, and financial services. Join us as an Investment Advisory Intern to accelerate your career in finance while making a meaningful impact on clients’ financial futures!

Pay: From $1,500.00 per month

Work Location: Hybrid remote in Newton