Financial Services Intern

1 day ago

Singapore William Tan Organisation Full time

Want to get a head start in the finance industry? Calling to all self-driven undergraduates, fresh graduates and those who seek a new meaningful career as a Financial Consultant.

**Internship Overview**

Students who embark on this internship program with William Tan Organisation will get on a Journey of Self Discovery, Financial Empowerment and knowledge of Entrepreneurship. William Tan Organisation is a group of agency units of Prudential Assurance Company Singapore (Pte) Ltd. As an Organisation, we have been offering Financial Consultant Internship positions for students who want to challenge themselves and have a phenomenal experience working in the financial industry. With a strong system and internship programme, together with dedicated mentors, William Tan Organisation has in the past successfully groomed many student financial consultants into Agency Leaders and also MDRT Financial Consultants upon their graduation, attaining financial freedom and success. We are confident and will continue to groom students into successful individuals.

**What You Will Take Away From This Internship**
- Gain real-life exposure to the financial industry
- Boost your knowledge on financial and investment literacy & wealth accumulation, equipping you with the skillsets of financial literacy and sales technique.
- Mentorship opportunities by experienced industry practitioners while building strong relationships with fellow students from various varsities.
- Providing you valuable experience in the workings of the financial sector and understanding the market.
- Improve your communication skills and learn how to build a good rapport with their clients.
- A better understanding of how the financial analyses are conducted.
- Build your network and lifelong relationships. Acquisition of new clients and maintaining relationships with existing clients by providing sound financial advice and excellent customer service.
- Ability to manage and execute business forecast and targets on day to day.

**Internship Responsibilities & Learning Objectives**

Interns will be responsible for and learn to become proficient in the following areas*:

- Being certified in M5, M9, M9A and HI
- Attending mandatory foundation training
- Prospecting for clients
- Client acquisition through referral programmes
- Portfolio analysis, manage client’s financial planning
- Customised digital marketing techniques, creation of social media identity and presence and market segmentation

*Interns will only engage in actual sales advisory work after being licensed and contracted with Prudential Assurance Company Singapore (Pte) Ltd.

**Entry Requirements**

We are looking for result-oriented and talented individuals who are interested in a career in sales and are keen to learn and develop a good understanding of the role of a financial consultant in the financial service industry in Singapore.
- Minimum 21 years of age (Regulatory Requirement)
- Minimum academic qualifications of a full certificate in GCE ‘A’ Level, International Baccalaureate Diploma qualification, Diploma awarded by a polytechnic in Singapore or equivalent.

Richmond Chen & Associates

An agency unit of Prudential Assurance Company Singapore (Pte) Ltd Reg No. 199002477Z

[1397/21Dec21]

**Job Type**: Internship
Contract length: 3 months

**Salary**: $800.00 - $1,500.00 per month

Schedule:

- Monday to Friday

  • Financial Services Manager

    7 days ago

    Singapore PROFESSIONAL FINANCIAL ADVISORY SERVICES Full time

    At EVOL, we're changing the game in financial advisory-and we're looking for driven professionals to be part of that transformation. Whether you're an experienced advisor or a leader ready to groom the next generation, this is your chance to build a rewarding career with one of the world's most reputable financial institutions.Why Join Us? Prestigious...

  • Manager International Client Services

    2 weeks ago

    Singapore Discover Financial Services Full time

    **About This Role** Discover. A brighter future. With us, you’ll do meaningful work from Day 1. Our collaborative culture is built on three core behaviors: We Play to Win, We Get Better Every Day & We Succeed Together. And we mean it — we want you to grow and make a difference at one of the world's leading digital banking and payments companies. We...

  • Financial Services Consultant

    1 day ago

    Singapore SURE Financial Group Full time

    To help you succeed in your career, you will join our training program curated to suit individuals learning pace - Understand client’s financial needs and provide solutions to start them off on the right path of their financial habits - Lead generation platforms available for you to work on as well. No roadshows needed! - Incentive trips includes Shanghai,...

  • Financial Consultants

    11 hours ago

    Singapore STRATEGIC PARTNERS FINANCIAL SERVICES PTE. LTD. Full time $60,000 - $100,000 per year

    Strategic Partners is a group of agency units of Prudential Assurance Company Singapore (and a registered company of JLim Organisation). Company Highlights We believe in mutual respect, support and sharing of the fruits of our labour. We focus on developing and enhancing each team member's strengths for entrepreneurship, creativity and...

  • Financial Planner

    1 week ago

    Singapore Financial Services Managers Association (FSMA) Full time $80,000 - $120,000 per year

    Fast Track to Financial Leadership: HSBC Life Financial Planner / Management Trainee (Investment)Are you ready to accelerate your career in the world of finance? HSBC Life is seeking ambitious Management Trainees to join our team and shape the future of wealth management. This isn't just a job; it's a launchpad to leadership, offering rapid career...

  • Financial Reporting Associate

    2 weeks ago

    Singapore DM Financial Full time $60,000 - $120,000 per year

    Brief overviewDM Financial ("DM") is a professional services firm with offices in Singapore, Ireland, Cayman Islands, Netherlands, Bulgaria, Luxembourg and United Kingdom. We provide specialised accounting services to investment vehicles which have combined asset values of approximately US$848bn. Our range of clients, complexity of client investments,...

  • Intern - Global Resources Management Office

    2 weeks ago

    Singapore SWIFT Financial Messaging Services Full time

    About the Role SWIFT Professional Services division of around 150 people delivers over 30 different types of services and support offerings to our end customers in Asia Pacific. We are looking for a talented and inquisitive individual to join our Global Resources Management Office - Services Partner Management team as an intern. This team focuses on the...

  • Internal Auditor

    1 day ago

    Singapore Robert Half Full time

    **The Company** An exciting opportunity to join a forward looking and progressive US Consulting Firm that has been recognized by FORTUNE as "One of the Best Employers to work for" **The Role** Reporting to the Director, you will review, document, evaluate and test controls in various kinds of environments, make recommendations to clients to address internal...

  • Financial Planner

    5 days ago

    Singapore Financial Services Managers Association (FSMA) Full time

    Fast Track to Financial Leadership: HSBC Life Financial Planner / Management Trainee (Investment) Are you ready to accelerate your career in the world of finance? HSBC Life is seeking ambitious Management Trainees to join our team and shape the future of wealth management. This isn't just a job; it's a launchpad to leadership, offering rapid career...

  • Senior Financial Consultant

    2 weeks ago

    Singapore FORT FINANCIAL PTE. LTD. Full time $104,000 - $130,878 per year

    Job Description*About Fort Financial* Fort Financial is a trusted name in the financial services industry, offering personalized solutions to help clients achieve their financial goals. We are expanding our team and seeking dedicated Senior Financial Consultantwho are passionate about delivering client-centric advice and building long-term...