Wealth Management Intern

2 months ago

Singapore BLUE ALTITUDE CAPITAL PTE. LTD. Full time
Roles & Responsibilities

Blue Altitude Capital is an established and licensed wealth management and financial advisory firm based in Singapore.


Our Company is looking to onboard Wealth Management Interns to support our growing team and assist with managing new and existing clientele relationships in both the onshore and offshore markets.


Roles and Responsibilities:

• Collaborate with the team to evaluate and assess investment opportunities

• Assist in preparing investment proposals and pitch decks

• Assist in market research and analysis

• Assist in organising and coordinating meetings and presentations

• Assist in reviewing and processing client / investor onboarding

• Assist in performing due diligence measures on new and existing clients / investors

• Support the team in administrative tasks and other ad-hoc responsibilities as assigned


Learning Outcome:

• Gain a comprehensive understanding of deal syndication and the investment process

• Learn how to evaluate and present investment opportunities

• Acquire hands-on experience in deal-making

• Enhance communication and networking skills

• Develop proficiency in financial modeling and presentation skills using Microsoft Office tools


Requirements:

• Currently pursuing a diploma or bachelor's degree in finance, business, economics, or a related field

• Able to commit for a period of 3 to 6 months

• Strong interest in the financial industry

• Knowledge of financial concepts and investment analysis methodologies would be an added advantage

• Excellent research and analytical skills

• Strong verbal and written communication skills

• Proficiency in Microsoft Office suite (Excel, PowerPoint, Word)

• Ability to work in a fast-paced environment and multitask effectively

• Proactive mindset and eagerness to learn

• Attention to detail and strong organisational skills


Tell employers what skills you have

Market Research
Wealth Management
Microsoft Office
Due Diligence
Analytical Skills
Ability To Work Independently
Investment Analysis
Market Analysis
Project Management
Attention to Detail
Presentation Skills
Regulatory Requirements

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