Financial & Investment Management Intern (Part-time)

3 days ago


Geylang, Singapore Belief Alliance Full time

Prefer a role where you get to connect with people & use your analytical skills to help individuals with their future planning? If it’s a yes, then you're meant to be with us This is the exact job opportunity that gives you the best of both worlds, where you can develop both your communication and analytical thinking skills, with strong sales and long term account retainer bonus that you deserve for your hard work.

We are selecting self-motivated, driven individuals who are open to learn and educate others about future planning of their finances as well as investments. Afraid that the financial and investment world sounds daunting ? Not to worry because we provide 1-to-1 mentorship where you will be guided and trained through the process to ensure that you learn and understand exactly what you need to.

Job Highlights:

- On the job 1 to 1 mentorship & training by experienced industry practitioners
- Opportunity to learn counselling & profiling tools to effectively understand and engage clients
- Enhance and groom entrepreneurship skills in a fast growing agency
- Exposure to Professional and Personal Growth Development with a Proven Management Pathway
- Opportunity to participate in investment seminars / events by various reputable fund houses
- 1-month traineeship intern program, commitment of just 2-3 days a week (able to join during your school term as well)

Training Scope (What you will learn):

- To assess & analyse client’s financial status, engage in financial planning and assist them in establishing their financial objectives
- Planning & management of client's financial and investment portfolio; align financial plans with their established objectives
- Provide professional financial advisory services to clients; Advising clients on appropriate financial and investment management services/products
- Connect and maintain a long term client relationship; Update and communicate clients on current market situations and present potential investment opportunities, supported by the investment update team.
- Using quality leads generated via various marketing campaigns like investment book campaigns, partnerships and networking events

**Requirements**:
We are looking for someone with a good learning attitude, possesses good initiative, has good interpersonal and communication skills, and is willing to constantly learn and improve through our comprehensive training and mentorship.

At least a full certificate in GCE ‘A’ Level, International Baccalaureate Diploma qualification, diploma awarded by a polytechnic in Singapore or equivalent, Degree holders in any field.

No certifications or experience needed, this internship serves to be your stepping stone or further in-depth experience into the financial services industry.

**Job Types**: Part-time, Internship
Contract length: 1 month
Part-time hours: 15 per week

Pay: $1.00 - $200.00 per month

Schedule:

- Flexible hours

Work Location: One location



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