Financial Services Intern

1 week ago


Singapore William Tan Organisation Full time

**Financial Services Internship**

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.
**William Tan Organisation**

**A group of agency units of Prudential Assurance Company Singapore (Pte) Ltd Reg No. 199002477Z**

**Mei Shyuan & Associates**

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

017/11Jan22

**Job Types**: Full-time, Internship

**Salary**: $800.00 - $1,000.00 per month

Schedule:

- Monday to Friday



  • Singapore AIA FINANCIAL ADVISERS PRIVATE LIMITED Full time

    Job Description: 1. To conduct preliminary investment analysis and market research of various industries, companies, and investment tools. 2. A deeper understanding of how the financial analyses are conducted. 3. Provide students valuable experience in the workings of the financial sector and understand the financial markets better. 4. Improve their...


  • Singapore UNICORN FINANCIAL SOLUTIONS PTE. LIMITED Full time

    Individual to be involved in: 1.Managing and administering financial software systems such as Client Relationship Management. 2.Ensuring the accuracy, integrity, and security of financial data is a critical responsibility. This includes tasks such as data entry, data validation, data reconciliation, and data backup. 3.Identifying inefficiencies in financial...

  • Commercial Manager

    3 days ago


    Singapore SWIFT Financial Messaging Services Full time

    About the Role Over the last years SWIFT has developed a portfolio of shared services, ranging from solution around Business Intelligence, Reference Data, as well as Financial Crime Compliance. These shared services are considered as the growth engine for SWIFT now and in the years to come achieving over 20% YOY growth in revenue, 30% in FCC. Although...


  • Singapore Great Eastern Financial Advisers Private Limited Full time

    3 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Great Eastern Financial Advisers (GEFA), launched in March 2011, is the largest financial advisory firm in Singapore, boasting a team of 700 financial consultants. GEFA uniquely combines the strengths of a leading insurance company with those of a...


  • Singapore Chatham Financial Full time

    **Overview**: Our Singapore team is growing and looking to hire an Associate, Financial Risk Adviser. As a financial risk adviser, you will collaborate with other experienced colleagues in managing engagements and client relationships. Clients include general corporates, private equity, or real estate, with a focus on interest rate and currency...


  • Singapore AIA FA Full time

    Advisors Alliance Group (AAG) is a financial advisory agency representing AIA Financial Advisers. We are in constant pursuit of achieving world-class standards in instructional practice, operating system, culture, philosophies and most importantly bringing valued service to our clients. We believe in impacting lives and always bringing people from where they...


  • Singapore Chatham Financial Full time

    **Overview**: Our Singapore team is growing and looking to hire an Associate Director, Financial Risk Adviser. As a financial risk adviser, you will collaborate with other experienced colleagues in managing engagements and client relationships. Clients include general corporates, private equity, or real estate, with a focus on interest rate and currency...

  • Financial Advisor

    2 weeks ago


    Singapore TRUENORTH FINANCIAL ORGANISATION Full time

    Company Description TrueNorth Financial Organisation represents AIA Singapore, providing financial advisory services for individuals and corporations. Established in 1996, TrueNorth has received numerous awards, showcasing our excellence in the industry. We value a collaborative culture and believe in supporting each other to achieve personal and...


  • Singapore DM Financial Full time

    Permanent Employee, full-time, Singapore **What you will be doing**: - Preparing financial statements for clients - Preparing financial highlights disclosures for financial statements - Preparing excel schedules and notes as support for financial statements - Liaising with external parties in relation to financial statements, including investment managers,...


  • Singapore Pinnacle Financial Group Full time

    **Key Roles** - Provide Financial Planning Services. - Distribute wide range of Financial Products for Investment and Insurance. - Acquire, Advise and Accompany Clients in their Life’s Financial Journey. - Provide the best accountability, experience, service and follow up **Career Requirements** - Excellent communication and interpersonal skills -...