Financial Advisory Intern: Real-World Wealth Planning

Martin Boey Organisation; Singapore; On-site; SGD 15,000 - 18,000; Full time

Benefits offered by this job

Allowance $1500

Job summary

Martin Boey Organisation offers an internship in financial advisory, providing real-world exposure to the daily life of a financial adviser, roadshows, telemarketing and client meetings. You will learn how to engage with the public, present financial concepts, and build professional relationships while developing sales and marketing skills.

The program focuses on practical learning, communication, and foundation knowledge in financial planning, insurance and wealth management, with opportunities

Qualifications

• Fresh graduates or individuals exploring different career opportunities.
• Those curious about finance, investments, insurance and wealth management.
• People who enjoy interacting with others and building relationships.
• Individuals interested in learning sales, marketing and business development.
• Ambitious self-starters who are willing to learn through practical experience.
• Candidates who are open to stepping outside their comfort zone and taking on new challenges.
• Students pursuing Tourism, Hospitality, Property Management, Real Estate or related disciplines are particularly encouraged to apply.

Responsibilities

• Experience the life of an FA — gain insight into the daily responsibilities, routines and challenges of a financial adviser
• Get involved in roadshows — participate in outreach activities, engage members of the public and introduce financial planning concepts
• Learn telemarketing — develop professional telephone communication skills and learn how to approach potential clients
• Understand financial planning — explore savings, insurance, investments, retirement planning and wealth management
• Observe client meetings — learn how financial consultants understand client needs and communicate financial solutions
• Build sales and communication skills — practise presenting ideas, handling enquiries and developing professional relationships
• Discover business development — gain exposure to networking, prospect engagement and client relationship management

Job description

Martin Boey Organisation offers an internship in financial advisory, providing real-world exposure to the daily life of a financial adviser, roadshows, telemarketing and client meetings. You will learn how to engage with the public, present financial concepts, and build professional relationships while developing sales and marketing skills.

The program focuses on practical learning, communication, and foundation knowledge in financial planning, insurance and wealth management, with opportunities