全职 Wealth Mangement Intern 工作, 薪水, Victoire Financial 公司招聘中 - Ricebowl

Ever wondered what a career in wealth management and financial consulting actually looks like?

Join CO Wealth Advisory Group, an established wealth management specialist representing AIA Singapore, and gain first-hand exposure to how professionals help individuals, families and business owners make better financial decisions.

Our team works with clients across areas including wealth accumulation, insurance planning, retirement planning, estate and legacy planning, and corporate financial solutions, with exposure to affluent and High-Net-Worth clients.

What You’ll Experience

As a Wealth Management Intern, you will be exposed to:

• Understanding clients' financial objectives and identifying planning opportunities

• Learning how financial consultants conduct client discovery and financial analysis

• Assisting with the preparation of financial planning recommendations

• Gaining exposure to wealth accumulation, protection, retirement and legacy planning

• Observing client meetings and professional financial consultations

• Learning prospecting, relationship management and business development

• Working alongside experienced consultants and mentors

• Developing your communication, presentation and consultative selling skills

Why Join Us?

This is more than an internship where you sit behind a desk.

You will experience how a professional Financial Consultant operates in the real world, while developing skills that are transferable to careers in wealth management, banking, consulting, sales and entrepreneurship.

High-performing interns may also be considered for a longer-term career opportunity as a Financial Consultant with our team.

Who We’re Looking For

We are looking for individuals who are:

• Currently pursuing a Diploma, Degree or equivalent qualification

• Interested in finance, wealth management or entrepreneurship

• Curious, driven and willing to learn

• Comfortable communicating and interacting with people

• Proactive and willing to take initiative

• Open to feedback and personal development

No prior financial advisory experience is required.

Training and mentorship will be provided.