Wealth Advisory Professional

2 months ago


Singapur, Singapore StashAway Full time

StashAway is seeking a highly motivated and detail-oriented Wealth Advisory Intern to support our Wealth Advisory Team in delivering exceptional client experiences.

This role will involve working closely with Wealth Advisors and Country Managers to support High-Net-Worth clients and StashAway Reserve stakeholders. Key responsibilities include:

  • Providing administrative support to Wealth Advisors and Country Managers.
  • Assisting with operational tasks related to wealth management and Reserve.
  • Collaborating with the Investment team to understand portfolio management strategies.
  • Updating factsheets and portfolio analysis and reviews.
  • Supporting projects initiated by the Wealth Advisory Team and Reserve stakeholders.

Requirements:

  • Currently pursuing a degree or recent graduate in a Finance-related field.
  • Strong interest in Wealth Management, Financial Planning, and/or Financial Markets.
  • Excellent communication and organizational skills.
  • Proficient in Excel and Word.
  • Ability to work effectively in a team environment.

Benefits:

  • Employee financial well-being.
  • Management fee discount.
  • Quarterly team bonding budget.

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