WealthAsia Hiring! Full Time Wealth Management Intern in Central Region (Singapore), Earn up to SGD 1,000 - Ricebowl

Job Summary
Join our dynamic team as a Wealth Management Intern and gain invaluable hands-on experience in the world of financial services. This internship offers a unique opportunity to develop your understanding of wealth management strategies, financial planning, and client relationship management. You will work closely with seasoned professionals to conduct sales, meet sales targets, support the delivery of tailored financial solutions, enhance your knowledge of investment management, estate planning, and tax considerations, and contribute to the success of high-net-worth clients. This role is ideal for motivated individuals eager to build a foundation in finance while making a meaningful impact.

Responsibilities

• Assist with research and analysis of financial markets, investment opportunities, and client portfolios to support strategic decision-making.
• Support the preparation of financial plans, including cash flow analysis, estate planning, and tax optimization strategies.
• Help maintain accurate client records using customer relationship management (CRM) software and financial software tools.
• Contribute to the development of investment management proposals and presentations tailored to client needs.
• Participate in meetings with clients and internal teams to understand their financial goals and assist in delivering personalized wealth management solutions.
• Conduct preliminary reviews of securities law compliance, estate planning documents such as wills and trusts, and regulatory requirements.
• Support ongoing research into financial concepts, securities law updates, and industry best practices to enhance service quality.

Skills

• Strong understanding of financial concepts including investment management, portfolio management, and cash management.
• Knowledge of estate planning tools such as wills, trusts, and estate law principles.
• Familiarity with securities law, tax regulations, and compliance standards within financial services.
• Proficiency in financial analysis techniques and financial software applications used in wealth management.
• Excellent math skills for quantitative analysis and modeling.
• Effective communication skills for client interactions and team collaboration.
• Ability to quickly learn technical accounting practices relevant to banking, asset management, and corporate accounting environments. This paid internship is designed for ambitious individuals passionate about finance who want to develop their expertise while supporting clients’ wealth-building journeys. Join us to accelerate your career in a fast-paced industry that values innovation, integrity, and professional growth!

Job Type: Full-time

Pay: From $1,000.00 per month

Work Location: In person