Wealth Advisory Intern

3 days ago

Singapore WEALTH ASIA LLP Full time
Roles & Responsibilities

As a Wealth Advisory Intern, you will assist our Wealth Executive Director in various tasks aimed at wealth planning and financial management, achieving sales target, identifying growth opportunities and expanding our market presence. This internship offers valuable exposure to the world of wealth financial advisory, consulting and sales expertise and hands-on experience in supporting our expansion strategies.

Key Responsibilities:

1. Participate in wealth planning, advisory and sales activities, and receiving comprehensive training on advisory and sales prospecting techniques.

2. Contribute to the overall sales team efforts and help achieve sales targets.

3. Assist in developing and generating leads through research and outreach.

5. Support relationship development with clients, partners, and vendors.

6. Analyze data to improve business development efficiency.

7. Assist in creating sales materials and proposals.

8. Maintain records of sales and business development activities.

9. Maintain good communication with customers and provide excellent customer service and support.

10. Help create prospect lists and maintain a database of potential clients and partners.

Qualifications:

  • Local Diploma or Full GCE 'A' level and above
  • 21 years old and above
  • Singaporeans and PR only.
  • Proficiency in Microsoft Office

Benefits:

  • Hands-on experience in financial planning, sales and consulting/advisory relating to wealth management.
  • Opportunity to learn from experienced professionals and receive full guidance.
  • Exposure to real-world business scenarios.
  • Networking opportunities within the company.
  • Hybrid/Flexi/Part-Time Working Environment open for discussion
  • Pay/Allowance is negotiable upon your intake based on experience.
Tell employers what skills you have

Wealth Management
Excellent Communication Skills
Missions
Managed Services
Microsoft Office
Customer Relationships
Wealth
Technology Solutions
Public Relations
Networking
Technical Engineering
Consulting
Financial Advisory
Sales and Business Development
Customer Service
Business Development

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