Unlock Your Potential as a Wealth Management Professional

2 days ago

Singapore beBeeWealthManagement Full time $30,000 - $50,000
Wealth Management Internship

As a wealth management intern, you will have the opportunity to gain valuable experience in financial planning and advisory services. You will work closely with our experienced professionals to assist in various tasks aimed at wealth planning and financial management.

The internship offers a comprehensive training program on advisory and sales prospecting techniques, as well as hands-on experience in supporting our expansion strategies. You will participate in wealth planning, advisory, and sales activities, and contribute to the overall sales team efforts.

Key Responsibilities:

  • Participate in wealth planning and advisory activities
  • Contribute to the overall sales team efforts
  • Assist in developing and generating leads through research and outreach
  • SUPPORT RELATIONSHIP DEVELOPMENT WITH CLIENTS, PARTNERS, AND VENDORS
  • Analyze data to improve business development efficiency
  • Assist in creating sales materials and proposals
  • Maintain records of sales and business development activities
  • Provide excellent customer service and support

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 and advisory services
  • Opportunity to learn from experienced professionals
  • Exposure to real-world business scenarios
  • Networking opportunities within the company
  • Flexible working environment open for discussion
  • PAY/ALLOWANCE IS NEGOTIABLE UPON INTAKE BASED ON EXPERIENCE

Required Skills and Qualifications:

We are seeking candidates with excellent communication skills, proficiency in Microsoft Office, and local diploma or full GCE 'A' level and above. Additionally, Singaporeans and PRs are preferred. We value individuals who are able to think critically and analytically, and possess a strong ability to work independently and collaboratively as part of a team.

We offer a competitive salary package and benefits, including health insurance, paid time off, and professional development opportunities. Our company culture values diversity, inclusivity, and work-life balance, making us an attractive employer for those seeking a fulfilling career.

Tell Employers What Skills You Have:
Wealth Management
Excellent Communication Skills
Financial Planning
Microsoft Office
Critical Thinking
Analytical Skills
Teamwork
Customer Service

BENEFITS
Hands-on experience in wealth management and advisory services
Opportunity to learn from experienced professionals
Exposure to real-world business scenarios
Networking opportunities within the company
FLEXIBLE WORKING ENVIRONMENT OPEN FOR DISCUSSION
PAY/ALLOWANCE IS NEGOTIABLE UPON INTAKE BASED ON EXPERIENCE

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