全职 Wealth Advisory Intern 工作, 薪水, Win Financial Group 公司招聘中 - Ricebowl

Job Summary

We are seeking motivated and driven individuals to join us as Wealth Advisory Interns! This structured internship is designed to provide hands-on exposure to client engagement, sales fundamentals, and financial services operations, while equipping interns with essential industry knowledge, professional skills, and career readiness!

Key Responsibilities

Sales & Client Engagement Support

• Support client engagement activities, including outreach, follow-ups, and appointment coordination
• Assist in understanding client needs through guided fact-finding and engagement processes
• Learn how financial solutions are positioned and communicated to clients in a professional setting
• Participate in client meetings, presentations, and engagement sessions under supervision

Financial Services Exposure & Learning

• Gain foundational exposure to financial planning concepts, products, and advisory processes
• Assist in preparing basic presentation materials, proposals, and documentation
• Learn industry best practices in client servicing, relationship management, and ethical advisory

Training, Development & On-the-Job Learning

• Participate in structured training sessions covering financial services fundamentals, communication skills, and professional development
• Learn through on-the-job training with experienced leaders and mentors
• Apply learning see real-world client engagement and business scenarios

Team & Project Support

• Support internal projects, outreach initiatives, and engagement events
• Collaborate with team members on sales and business development activities
• Assist with administrative and coordination tasks related to sales operations

Requirements

• Currently pursuing or recently completing degree (all disciplines welcome), having at least a Diploma or A level equivalent
• Strong interest in sales, client engagement, and the financial services industry
• Good communication and interpersonal skills
• Willingness to learn, proactive, and open to feedback
• Comfortable engaging with people and working in a team environment
• No prior financial services or sales experience required; training will be provided

What you will gain

• Structured training and hands-on exposure to the financial services and sales environment
• Practical understanding of client engagement, sales processes, and advisory workflows
• Development of core professional skills including communication, presentation, and relationship-building
• 1 to 1 mentorship and guidance from experienced professionals and leaders
• Exposure to both client-facing and backend business functions
• Opportunities to build confidence, industry knowledge, and career clarity
• A strong foundation for future career opportunities in sales, advisory, or professional services
• Sponsored Industry Recognized certifications

For any questions, please email *************.