全职 Wealth Management Intern 工作, 薪水, AIA Singapore 公司招聘中 - Ricebowl

Company Description

AIA Singapore is part of AIA Group, the largest independent publicly listed pan-Asian life insurance group and one of the largest life insurers globally by market capitalization. As a leading company in Singapore, AIA Singapore focuses on enabling individuals and families to live healthier, longer, better lives. The organization partners with customers across individual, family, and corporate segments to support long-term financial security and well-being. Guided by the philosophy of “Doing the Right Thing, in the Right Way, with the Right People,” AIA Singapore emphasizes excellent service and best practices. Personal information shared with AIA Singapore is managed in line with its Privacy Policy, ensuring responsible data handling.

Role Description

The Wealth Management Intern role is a full-time, on-site position based in Singapore. The intern will support wealth management teams in preparing financial plans, analyzing client portfolios, and researching investment products and insurance solutions. Day-to-day responsibilities include assisting with client presentations, gathering and organizing financial data, and preparing reports that align with regulatory and company standards. The role also involves collaborating with financial services consultants, learning AIA Singapore’s advisory processes, and participating in training sessions on financial planning, investment strategies, and insurance products.

Qualifications

• Candidates should possess skills in Financial Planning and Finance to support client advisory work and portfolio analysis.
• Candidates should possess skills in Investment Management and Investments to assist with research, evaluation, and monitoring of investment solutions.
• Candidates should possess skills related to Insurance to understand protection needs and recommend appropriate insurance-based wealth solutions.
• Strong analytical, numerical, and problem-solving abilities, with attention to detail and accuracy.
• Effective communication and interpersonal skills, with the ability to work collaboratively in a team-oriented environment.
• Currently pursuing or recently completed a degree or diploma in Finance, Business, Economics, or a related field; prior exposure to financial services is an advantage.
• High level of integrity, professionalism, and willingness to learn within a regulated financial services environment.