Financial Internship

TWIN EVENTS PTE. LTD.; Singapore; On-site; SGD 12,000 - 17,000; Full time

Benefits offered by this job

CMFAS certifications

Mentorship & training

Networking opportunities

Job summary

Atlas Wealth Planners in Singapore is seeking motivated undergraduates for a 6-week, full-time Financial Advisory & Wealth Management Internship. You will gain hands-on exposure to client relationships, financial solutions, and advisory processes in a real-world setting.

The programme offers practical involvement, structured mentorship, and opportunities to earn CMFAS certifications (M9, M9A, HI) while developing presentation and networking skills in a fast-growing advisory team.

Qualifications

• Undergraduates from local universities are eligible.
• Strong analytical and problem-solving abilities are required.
• Interest in finance, business, or client-facing roles.
• Good communication skills (verbal and written).

Responsibilities

• Support financial research and basic market analysis.
• Assist in preparation of client presentations and proposals.
• Attend team meetings, training sessions, and workshops.
• Shadow advisors during selected client interactions (where applicable).
• Provide administrative and operational support

Skills

Analytical skills

Problem solving

Communication skills

Organised

Education

Undergraduate student

Job description

Financial Advisory & Wealth Management Internship

Atlas Wealth Planners
(Location: Singapore | On-site)
(Duration: 6 Weeks, Full-Time)

About Atlas Wealth Planners

Atlas Wealth Planners is a fast-growing advisory team focused on helping individuals build, protect, and grow their wealth through structured financial planning.

Our approach combines practical strategies across protection, investments, and long-term financial planning. Beyond client outcomes, we place strong emphasis on developing individuals into confident, high-performing professionals with real-world business skills.

About the Programme

This 6-week full-time internship is designed to provide hands-on exposure to the financial advisory industry.

Interns will work alongside experienced consultants, gaining insight into how client relationships are built, how financial solutions are structured, and how business is developed in a real-world environment.

This is a practical programme where you will be actively involved, not just observing.

Key Responsibilities

• Support financial research and basic market analysis
• Assist in preparation of client presentations and proposals
• Participate in case discussions and planning sessions
• Provide administrative and operational support
• Attend team meetings, training sessions, and workshops
• Shadow advisors during selected client interactions (where applicable)

What You Will Gain

Industry Exposure & Skills Development

• Sponsored CMFAS certifications (M9, M9A, HI)
• Exposure to real client cases and advisory processes
• Training sessions conducted by experienced practitioners
• Insights into client engagement and business development

Personal & Professional Growth

• Structured mentorship and guidance
• Opportunity to build confidence in communication and presentation
• Networking within the financial services industry
• Exposure to team culture and performance-driven environments

  Recognition & Incentives

  • Opportunity to compete for Top Intern recognition
  • Performance-based rewards and incentives
  • Potential overseas incentive trip for top performers

  Allowance

  • $1,100 per month
    (Approx. $1,500 for the full 6-week programme)

  Who We Are Looking For

  • Undergraduates from local universities (Diploma/A-Level holders may apply)
  • Strong analytical and problem-solving abilities
  • Interest in finance, business, or client-facing roles
  • Good communication skills (verbal and written)
  • Organised, detail-oriented, and responsible
  • Positive attitude, coachable, and willing to learn