2 Week Financial Planning Internship

Credence; Singapore; On-site; SGD 17,000 - 28,000; Part time

Job summary

Credence offers a 2-week internship designed for undergraduates to gain practical insights into financial planning within a dynamic financial services team.

You will work with mentors to understand needs analysis, client-facing skills, and fundamental advisory concepts while exploring financial products and wealth strategies.

Qualifications

• Currently enrolled in or recently completed a degree in Finance, Economics, Business, Accounting or related field.
• Age 21+ years.
• Strong interest in financial planning and the financial services industry.
• Excellent organisational and time management skills.
• Strong numerical and analytical abilities.
• Clear written and verbal communication skills.
• Ability to work collaboratively within a team environment.
• Proactive attitude and willingness to learn from experienced professionals.
• Attention to detail and commitment to accuracy in financial work.

Responsibilities

• Understand the financial advisory industry and the role of a financial consultant.
• Perform needs analysis and develop suitable financial solutions through guided cases and exercises.
• Develop client-facing competencies in building rapport and communicating financial concepts.
• Participate in simulated client conversations, fact-finding exercises and needs analysis.
• Learn prospecting, networking and relationship-building as part of business development.
• Explore financial products, investment concepts and wealth accumulation strategies.
• Develop communication, presentation and problem-solving skills through role-play and mentor feedback.
• Shadow experienced financial consultants to gain day-to-day insights.
• Work on a final client simulation to apply what you’ve learned.

Skills

Analytical ability

Numerical skills

Communication skills

Teamwork

Time management

Attention to detail

Proactive attitude

Learning mindset

Education

Degree in Finance, Economics, Business, Accounting or related field

Job description

About the role

We are seeking enthusiastic undergrads to join Credence for a 2-week financial planning internship. This is a contract position designed to provide insights into the industry and practical experience working within a dynamic financial services team. This programme offers an opportunity to understand the core principles of financial planning whilst experiencing the client-facing work. You will work alongside experienced professionals who will mentor and guide you through the fundamentals of financial advisory services.

What you’ll be doing

• Gaining an understanding of the financial advisory industry, the role of a financial consultant and the fundamentals of financial planning
• Learn how to perform needs analysis and develop suitable financial solutions through guided case studies and practical exercises
• Develop client-facing competencies in building rapport, establishing trust and communicating financial concepts
• Taking part in simulated client conversations, fact-finding exercises and financial needs analysis
• Learning the fundamentals of prospecting, networking and relationship-building as part of business development
• Exploring financial products, investment concepts and wealth accumulation strategies through interactive learning sessions
• Developing communication, presentation and problem-solving skills through role-play, pitching exercises and mentor feedback
• Shadowing experienced financial consultants to gain first-hand insight into their day-to-day responsibilities and career experiences
• Working on a final client simulation to apply what you've learnt throughout the programme

What we’re looking for

• Currently enrolled in or recently completed a degree programme in Finance, Economics, Business, Accounting or a related field
• 21 years old and above
• A strong interest in financial planning and the financial services industry
• Excellent organisational and time management skills
• Strong numerical and analytical abilities
• Clear written and verbal communication skills
• Ability to work collaboratively within a team environment
• A proactive attitude and willingness to learn from experienced professionals
• Attention to detail and commitment to accuracy in financial work

What we offer

This internship provides an invaluable opportunity to gain practical experience in financial planning and develop your understanding of the industry. You will benefit from mentorship and guidance from experienced financial planners, exposure to real client work and business processes, and the chance to build your professional network within the financial services sector. This is an ideal stepping stone for those considering a career in financial planning or advisory services. You will work in a supportive environment that values learning and professional development.

Credence is not currently hiring individuals who now or in the future require sponsorship for visa.