Financial Advisor Intern

1 week ago


Anson Road, Singapore Charles Juay Organisation Full time

**Company Overview**:
Charles Juay Organisation is a dynamic and innovative financial services company committed to empowering individuals to achieve financial and career success. We believe in fostering talent and providing real-world experience to the next generation of financial professionals. As part of our commitment to education and mentorship, we are seeking motivated and ambitious students to join our team as Financial Advisor Interns.

**Position Overview**:
As a Financial Advisor Intern, you will have the unique opportunity to gain hands-on experience in the financial services industry, working closely with seasoned professionals to develop essential skills in financial planning, investment strategies, and client relationship management. This internship program is designed to provide exposure to the diverse facets of financial advising, preparing you for a successful career in the industry.

**Responsibilities**:

- ⁠⁠Client Engagement: Assist in conducting client meetings and assessments under the guidance of senior financial advisors. Learn to understand clients' financial goals, risk tolerance, and investment preferences.
- ⁠ ⁠Financial Analysis: Work on financial modeling and analysis to support client recommendations. Gain experience in evaluating investment options, portfolio management, and risk assessment.
- ⁠ ⁠⁠Market Research: Stay updated on market trends, economic indicators, and industry developments. Contribute to the development of investment strategies and financial plans.
- ⁠ ⁠Communication Skills: Enhance your communication skills by preparing and delivering presentations to clients. Learn how to effectively communicate complex financial concepts in a clear and concise manner.
- ⁠ ⁠Networking: Build relationships with clients and industry professionals. Attend networking events and participate in community outreach activities to expand your professional network.
- ⁠ ⁠Administrative Support: Provide administrative support to financial advisors, including document preparation, scheduling, and client file management.

**Requirements**:

- ⁠ ⁠Keen interest in financial markets and investment principles.
- ⁠ ⁠⁠Self-motivated, proactive, and able to work independently and as part of a team.
- ⁠ ⁠⁠Excellent communication and interpersonal skills.

**Benefits**:

- ⁠ ⁠Mentorship from experienced financial advisors.
- ⁠ ⁠⁠Real-world experience in a professional financial services environment.
- ⁠ ⁠⁠Exposure to diverse aspects of financial advising.
- ⁠ ⁠⁠Networking opportunities within the industry.
- ⁠ ⁠⁠Potential for future career opportunities within the company.

**Job Type**: Internship

**Salary**: $1,500.00 - $2,000.00 per month

**Benefits**:

- Flexible schedule
- Professional development
- Work from home

Schedule:

- Monday to Friday

Work Location: In person



  • Anson Road, Singapore CJO Full time

    Monitor and executes day-to-day accounting and financial operations within the company - Responsible for maintaining accounting records relating to a funds, investments - Prepare financial data analysis - Assist CIO for investment analysis - Update the estimated volatility and risk exposure - Handle weekly and monthly reporting of internal operation and...

  • Financial Analyst

    1 week ago


    Anson Road, Singapore Resources reliances Full time

    **Company Overview** With our team of inspirational and successful leaders, we believe in fostering talent and providing real world experience for the upcoming generation of financial professionals. As part of our commitment to mentorship and education, we seek driven and aspirational students to join out team. **Position Overview** As a Financial...


  • Anson Road, Singapore Cornerstone Full time

    **Cornerstone is Singapore’s premier Independent Financial Advisory and Exempt General Insurance Broker with over nearly 30 years of experience.** A reputed leading omni-channel advisory, we offer financial advisory, corporate risk solutioning and private wealth management services. Being Independent, we are versatile and tenacious in providing...

  • Sales Intern

    6 days ago


    Anson Road, Singapore Privé Technologies Full time

    **Responsibilities**: - Develop and communicate strategies to address competition, client preference changes, and advancements in technology and marketing tools. Maintain a strong understanding of market trends and opportunities through research. - Conduct financial analysis and modeling, including financial planning and analysis, to provide insights into...

  • Sales Intern

    2 weeks ago


    Anson Road, Singapore Privé Technologies Full time

    **Responsibilities**: - Develop and communicate strategies to address competition, client preference changes, and advancements in technology and marketing tools. Maintain a strong understanding of market trends and opportunities through research. - Conduct financial analysis and modeling, including financial planning and analysis, to provide insights into...

  • Investment Advisor

    5 days ago


    Kitchener Road, Singapore Alpha Wealth Financial Advisers Pte Ltd Full time

    “Can a job be a passion/hobby and can a hobby/passion be a job? This was what set the founder and creator of the Total Portfolio Advisory© (TPA) approach thinking when he was deciding on where to pursue his interest in wealth management. For years, he has had enough of product pushing, no follow-ups and lack of knowledge from the servicing...

  • Investment Advisor

    1 week ago


    Kitchener Road, Singapore Alpha Wealth Financial Advisers Pte Ltd Full time

    “Can a job be a passion/hobby and can a hobby/passion be a job? This was what set the founder and creator of the Total Portfolio Advisory© (TPA) approach thinking when he was deciding on where to pursue his interest in wealth management. For years, he has had enough of product pushing, no follow-ups and lack of knowledge from the servicing...

  • Investment Advisor

    5 days ago


    Kitchener Road, Singapore Alpha Wealth Financial Advisers Pte Ltd Full time

    “Can a job be a passion/hobby and can a hobby/passion be a job? This was what set the founder and creator of the Total Portfolio Advisory© (TPA) approach thinking when he was deciding on where to pursue his interest in wealth management. For years, he has had enough of product pushing, no follow-ups and lack of knowledge from the servicing...

  • Sales Intern

    6 days ago


    Anson Road, Singapore Privé Technologies Full time

    **Responsibilities**: - Develop and articulate strategic responses to market competition, evolving client preferences, and innovations in technology and marketing. Stay ahead of industry trends and identify new opportunities through ongoing market research. - Perform financial modeling and analysis, including FP&A activities, to support strategic...

  • Project Manager

    4 days ago


    Anson Road, Singapore Flintex Consulting Pte Ltd Full time

    **About this role**: The role of Project Manager comprises the following responsibilities: Delivery/Program Management, Implementation Partner Management, and Key Account Management. In this role, you will successfully drive and deliver APAC projects on time, above customer expectations, and within budget. You liaise and interact with project stakeholders...