Private Wealth Advisor 工作, Magnavera Group 公司招聘中 - Ricebowl

Company Description Magnavera Group is a team of financial representatives and consultants representing Great Eastern Financial Advisers Pte Ltd, focused on wealth management and financial planning for long-term, sustainable client growth. The group is driven by a mission to empower individuals through financial education while maintaining high ethical standards. Magnavera emphasizes both building wealth and developing people, fostering a supportive environment where team members are valued and recognized locally and globally. Located at Nankin Row in Singapore, the team promotes collective progress and impact, offering opportunities for growth and meaningful careers. Potential applicants can expect a culture centered on success, collaboration, and personal development.

Role Description This is an internship role for a Private Wealth Advisor, offered on a hybrid basis in Singapore, with some work-from-home flexibility. The intern will support advisors in developing financial plans, conducting client needs analysis, and preparing recommendations on wealth management, protection, and estate planning solutions. Day-to-day responsibilities include researching investment and insurance products, assisting with portfolio reviews, preparing presentation materials, and maintaining accurate client records. The role also involves participating in client meetings, supporting business relationship management activities, and learning compliance and regulatory requirements in the financial advisory space. Interns will receive guidance and mentorship to develop professional skills and gain exposure to the private wealth advisory profession.

Qualifications

• Candidates should possess skills or strong interest in Financial Planning and Estate Planning.
• Candidates should possess knowledge or aptitude in Investments and portfolio analysis.
• Candidates should possess capabilities in Business Relationship Management and client service.
• Candidates should be pursuing or interested in relevant professional certifications (e.g., Certified Financial Planner or equivalent) and financial advisory qualifications.
• Strong analytical, numerical, and problem-solving skills with attention to detail.
• Clear, professional communication skills and the ability to explain financial concepts in accessible terms.
• High ethical standards, integrity, and a client-centric mindset.
• Ability to work in a hybrid environment, collaborate with a team, and manage time effectively.
• Undergraduate or recent graduate in Finance, Business, Economics, or related discipline preferred.