全职 Wealth Management Intern 工作, 薪水, Elevated Financial Services 公司招聘中 - Ricebowl

Company Description Elevated Financial Services is a wealth management firm focused on helping clients build, protect, and transfer their financial assets through personalized strategies. The firm serves a diverse client base, including individuals, families, and business owners seeking structured financial guidance.

Elevated Financial Services emphasizes integrity, transparency, and long-term relationships, providing solutions tailored to each client’s goals and risk profile. Team members collaborate to deliver high-quality financial advice and service in a dynamic, client-centered environment.

Role Description The Wealth Management Intern will support advisors and team members with client-focused research, financial planning tasks, and administrative activities.

Day-to-day responsibilities include assisting with the preparation of client reports and presentations, compiling and analyzing investment and insurance information, and maintaining accurate documentation in internal systems.

The intern will help gather data for portfolio reviews, support the creation of financial plans, and contribute to market and product research. This is an internship role based in Singapore, structured as a hybrid position that combines in-office collaboration with some work-from-home flexibility.

The role offers exposure to real-world wealth management practices, mentorship from experienced professionals, and opportunities to develop practical skills for a future career in finance.

Qualifications

• Possess foundational knowledge in Finance, including basic financial concepts, markets, and instruments.
• Demonstrate interest or coursework in Financial Planning, including budgeting, retirement planning, and goal-based strategies.
• Show understanding of Investments and Investment Management, such as asset allocation, risk management, and portfolio analysis.
• Have awareness of Insurance solutions and their role in overall wealth and risk management.
• Currently pursuing or recently completed a degree in Finance, Economics, Business, or a related field.
• Strong analytical, numerical, and research skills with attention to detail and accuracy.
• Effective written and verbal communication skills, with the ability to present information clearly.
• Proficiency with MS Excel, PowerPoint, and other productivity tools; familiarity with financial data sources is an advantage.
• Ability to work collaboratively in a team, manage multiple tasks, and maintain confidentiality and professionalism.
• Genuine interest in wealth management and a desire to learn from experienced financial professionals.