Wealth Advisory Intern

Company

Real Finance

Designation

Wealth Advisory Intern

Date Listed

06 Jan 2025

Job Type

Entry Level / Junior Executive
- Intern/TS

Job Period

Flexible Start - Flexible End

Profession

Banking / Finance

Industry

Finance

Location Name

Woodlands Square, Woods Square Office (Tower 2), Singapore
- Work from Home

Address

6 Woodlands Square, Singapore 737737

Map

Allowance / Remuneration

$2,000 - 2,850 (project /contract based)

Company Profile

Real Finance Pte Ltd is a dynamic financial services firm dedicated to empowering individuals and businesses with customised insurance solutions, wealth advisory, and financial planning. Partnered with AIA, we aim to deliver exceptional service and build lasting relationships with our clients.

**Key Responsibilities**:

- Provide tailored insurance and financial planning solutions to meet clients' needs.
- Build and maintain strong client relationships through consistent communication and annual reviews.
- Conduct needs-based analysis and offer strategic recommendations using AIA tools and resources.
- Stay updated on market conduct guidelines, underwriting standards, and industry trends.
- Deliver presentations and engage in prospecting activities, including referrals and roadshows.

**Why Join Us?**

At Real Finance, we believe in growth, both personal and professional. We offer:

- Comprehensive training and development programs.
- Access to innovative tools such as iSmart and iLearn.
- A supportive team environment that values collaboration and excellence.

**Who We’re Looking For**:
We seek motivated individuals with a passion for helping others achieve financial freedom. If you are proactive, goal-oriented, and eager to grow in a fast-paced environment, we’d love to have you on our team.

**Job Description**:
Exciting Wealth Advisory Opportunity for Students

Are you currently a student on break? Well, look no further We are here to help you kickstart your career in a dynamic and exhilarating environment

Join us as a Wealth Advisory Student Advisor and dive into the world of finance while having a blast.

**What You'll Experience:⁠**
- ⁠**Hands-On Learning**: Gain real-world experience by working on diverse portfolios and real client cases alongside industry professionals.⁠
- ⁠**Networking Galore**:Participate in weekly networking sessions with professionals from various industries, expanding your connections and learning from the best.⁠
- ** Adventure Awaits**: Conclude your internship with an unforgettable overseas trip, blending work and play in an international setting.
- ** Exclusive Events**: Enjoy sponsored tickets to two exciting events Attend an Entrepreneurship Exhibition featuring world-renowned speakers and have a blast at the popular Korean Waterbomb Festival.

**Why You Should Apply:⁠**
- ⁠**Limited Slots**:With only 2 slots available, this is a unique and competitive opportunity you don't want to miss.
- ** Attractive Compensation**:Earn between $2,000 and $2,500 per month, plus performance and signing bonuses.
- ⁠**Professional Growth**:Designed to boost your career prospects and provide invaluable industry insights.

**Details**:

- ** Pay**: $2,000.00 - $2,500.00 per month (excluding performance bonuses)
- ** Work Schedule**: Monday to Friday
- ** Work Location**: Hybrid Remote Work
- ** Bonuses**: Performance-based and signing bonuses.
- ** Eligibility Criteria**: Students aged 21 and above. Minimum academic qualifications in local O/A Level or a Local Diploma and above. Singaporeans and PRs are welcome to apply.
- Keen interest in pursuing a career in wealth management. Proactive and eager to learn.

**How to Apply**:
Kindly submit your updated resume and a cover letter detailing your motivation to join our company, as well as your career goals.⁠

**Interview**:
**Work Environment and Culture**:
Become part of a dynamic and encouraging team at Real Finance, where you’ll find a collaborative environment that nurtures growth and sparks creativity. Enjoy the flexibility of hybrid work options and adaptable hours designed to suit your lifestyle and help you thrive professionally.

Application Instructions