Wealth Management Intern 工作, Ascendance Wealth Management (AWM Group) 公司招聘中 - Ricebowl

Company Description

Ascendance Wealth Management (AWM Group) is dedicated to revolutionizing the financial advisory industry by empowering advisors with the tools and support needed to achieve fulfillment and sustainability in their careers. AWM’s core values include integrity, authenticity, and ownership, emphasizing trust, sincerity, and accountability in all interactions. Guided by the mission to help advisors build careers aligned with their true selves, the organization offers a proven blueprint for success. As an authorized representative of AIA Financial Advisers Private Limited, AWM is committed to celebrating clients and delivering genuine, high-standard financial solutions with a client-focused approach.

Role Description

A structured introductory internship designed for undergraduates and fresh graduates from all majors. This programme focuses on holistic personal financial planning, soft-skill development, and career exploration within the financial advisory industry. No prior finance background is required.

Participants will gain practical financial knowledge, build communication skills, and receive mentorship from practicing advisors in a young, driven environment.

What to Expect

1. Financial Knowledge & Investment Exposure

Learn fundamentals of personal financial planning beyond investments and insurance

Understand topics such as cashflow planning, retirement, mortgage planning, education funding, and estate planning

Gain insights into real-world financial markets and client planning strategies

2. Soft Skills & Communication Development

Conversational and presentation skills training

Public speaking and confidence-building sessions

Profiling and communication style awareness

Influence and relationship-building techniques

3. Career Exploration & Mentorship

Interact with advisors from diverse academic backgrounds (engineering, science, business, etc.)

Understand day-to-day realities of the financial advisory career

Clarify career fit through guided exposure and mentorship

No obligation to convert after internship

4. Certification & Resume Building

Opportunity for sponsorship of relevant finance certifications (e.g. CMFAS papers)

Valuable exposure for roles in finance, wealth management, or private banking

Resume-boosting experience and practical financial literacy

5. Networking & Environment

Connect with driven undergraduates and fresh graduates across Singapore

Collaborative and supportive learning environment

Exposure to young advisors who started early and built strong income foundations

6. Personal Development

Strong emphasis on character growth and interpersonal skill

Develop confidence, discipline, and professional communication

Create your own personal financial plan by the end of the internship

Requirements:

Residing in Singapore

Minimally local Diploma or GCE A Levels certification

Applicants must be able to meet the regulatory and licensing requirements to be appointed as a financial advisory representative in Singapore upon completion of required examinations

Open to all majors (no finance background required)

Open-minded, proactive, and willing to learn

Curious about personal finance or exploring career options

Internship Schedule & Details:

This is a paid internship. Interns will receive an allowance of $500-$1000 over the 9-day programme, performance-based.

Internship Dates:

7, 8, 9, 11, 14, 15, 16, 18, 19 Dec 2026

Timing: 9am - 6pm

Shortlisted applicants will be contacted for a brief interview prior to acceptance.