Wealth Advisory Intern
3 months ago
StashAway is currently looking for a Wealth Advisory Intern to work closely with our Wealth Advisory Team who are supporting our High-Net-Worth clients, as well as all StashAway Reserve stakeholders.
This role will be responsible for supporting all of the Wealth Advisors and Country Managers across 5 countries, with operational tasks. It is an amazing opportunity for someone who has interest in personal wealth management, to get regional exposure and to work with one of Singapore’s fastest growing companies
Responsibilities:
- Working closely with Wealth Advisors and Country Managers in their work to support our High-Net-Worth clients.
- Keeping close contact with the Investment team to understand the way in which the StashAway portfolios are being managed.
- Assist Wealth Advisors with other related matters such as updating factsheets and portfolio analysis and reviews.
- Maintaining operational tasks related to wealth management and Reserve.
- Assisting with projects that the Wealth Advisory Team and Reserve stakeholders are running.
Requirements
- Currently pursuing a degree or recent graduate of a Finance related field.
- General interested in Wealth Management, Financial Planning, and/or Financial Markets.
- Excellent communication skills in English.
- Proficient in Excel and Word.
- Excellent time management skills
- Highly adaptable individual with the ability to think on their feet and outside of the box.
- Open to internship for 3-6 months duration.
Benefits
Employee financial well-being
- Management fee discount: you will receive an employee discount on your asset management fees when you invest with StashAway.
Team bonding budget and initiatives
- Quarterly team bonding budget: we encourage you to socialise with colleagues across job functions, departments, and entities to know them better as individuals beyond what they professionally do.
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