Internship: Global Consumer Financial Services, Wealth Management, Wealth Advisory January

6 days ago


Singapore OCBC Full time $40,000 - $80,000 per year
WHO WE ARE:
As Singapore's longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.

Today, we're on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia's leading financial services partner for a sustainable future.

We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.

Your Opportunity Starts Here.

Why Join
Shape the financial knowledge of our clients and contribute to thought leadership within OCBC's Wealth Management division. As a Wealth Advisory Content Creation Intern within Global Consumer Financial Services, you'll play a key role in developing engaging and informative publications on financial literacy, macroeconomic trends, and investment strategies.

How you succeed
To excel in this role, you'll need a strong command of the English language and a passion for translating complex financial concepts into accessible content. You'll be a proactive researcher, a creative thinker, and comfortable working with various design tools to deliver high-quality publications.

What you do
You'll be directly involved in:
  • Researching and writing content for wealth management publications, focusing on financial literacy, macroeconomic analysis, and investment insights.
  • Developing visually appealing presentations and graphics using tools like PowerPoint and Canva.
  • Utilizing Microsoft Excel to analyze data and support content creation.
  • Ensuring content accuracy and adherence to brand guidelines.
  • Contributing to the overall content calendar and brainstorming new ideas.
Who you work with
Global Consumer Financial Services (GCFS) is all about helping consumers get what they want from life. It's a broad ambition. So, the team offer an equally wide range of services. From branch to premier banking and everything in-between. That's a lot to get your teeth into and many career paths to follow. And you'll be doing it all while learning from the best in an award-winning environment.

Who you are
  • Currently pursuing an undergraduate or postgraduate degree.
  • Possesses a strong command of the English language.
  • Has a background in Economics and/or Finance.
  • Proficient in Microsoft Office Suite (PowerPoint, Excel, Word) and Canva.
  • Demonstrates basic financial literacy and investment knowledge.
Learning Objectives
This internship will provide you with:
  • Experience in financial content creation and writing for a wealth management audience.
  • Skills in data analysis, research, and visual communication.
  • An understanding of macroeconomic trends and investment strategies.
  • Exposure to the wealth management industry and content marketing best practices.
What we offer:
Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.

  • Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesAs 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...


  • Singapore OCBC Full time

    WHO WE ARE: As Singapore's longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires. Today, we're on a journey of...


  • Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesLooking for a rewarding student life and get ahead of your peers in qualifications and experience?We have internship programmes specially catered for students in financial services and agency management:• Industry recognised certifications in financial services industry• Full training on financial services and management•...


  • Singapore WEALTH ASIA LLP Full time

    **Do you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for you! In this exciting role, you will play a vital role by...

  • Apex Wealth Manager

    2 weeks ago


    Singapore APEX WEALTH MANAGEMENT LLP Full time

    We provide: Will be coached to complete 4 basic certifications and relevant classes required for financial advisory duties Invited to participate in the planning process with managers On the job training via joint-fieldwork sessions Program allows mentorship and progression to manager within 2 years Work-life balance Job Responsibilities: Client...


  • Singapore WEALTH ASIA LLP Full time

    This position is instrumental in supporting the Executive Wealth Director in all aspects of wealth and financial planning and providing solutions, pre and post events organization, customer acquisition and follow-up, assist in closing of sales and deals. Core Function & Support Provide direct administrative and analytical support to the Executive Wealth...


  • Singapore Wealth Asia Full time $40,000 - $60,000 per year

    This position is instrumental in supporting the Executive Wealth Director in all aspects of wealth and financial planning and providing solutions, pre and post events organization, customer acquisition and follow-up, assist in closing of sales and deals.Core Function & SupportProvide direct administrative and analytical support to the Executive Wealth...


  • Singapore WEALTH ASIA LLP Full time

    This position is instrumental in supporting the Executive Wealth Director in all aspects of wealth and financial planning and providing solutions, pre and post events organization, customer acquisition and follow-up, assist in closing of sales and deals. Core Function & Support Provide direct administrative and analytical support to the Executive Wealth...


  • Singapore AVRIO WEALTH PTE. LTD. Full time

    Avrio Wealth offers investment management and wealth planning to global families who require an international perspective including US taxpayers. Our belief is that client relationships begin with a wealth plan. Through wealth planning we create long term relationships with our clients and help guide them through their wealth journey. Avrio is seeking an...


  • Singapore WEALTH ASIA LLP Full time

    This position is instrumental in supporting the Executive Wealth Director in all aspects of wealth and financial planning and providing solutions, pre and post events organization, customer acquisition and follow-up, assist in closing of sales and deals. **Core Function & Support**: - Provide direct administrative and analytical support to the Executive...