Financial Planning Intern

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

Benefits offered by this job

Allowance SGD 1500 monthly

Job summary

Martin Boey Organisation is offering an internship that introduces you to the financial advisory industry and shows how professionals help individuals and families assess their financial needs and craft suitable strategies. During the internship you will explore areas such as personal financial planning, investment products, retirement planning and wealth preservation.

You will also develop skills in communication, client engagement and business development, guided by experienced advisers.

Qualifications

• Interest in finance and wealth management
• Willingness to learn and develop advisory skills
• Strong communication and professional presentation

Responsibilities

• Assist in client meetings and needs analysis
• Learn financial planning concepts and strategies
• Support research and learning of investment products and advisory practices

Skills

Communication

Client relations

Negotiation

Interpersonal skills

Business development

Financial knowledge

Education

Finance student

Job description

This opportunity offers an introduction to the financial advisory industry, where you will gain exposure to how financial professionals work with individuals and families to understand their financial needs and develop suitable strategies.

Throughout the internship, you will have opportunities to learn about different areas of financial planning, including:

• Personal financial and protection planning
• Investment products and wealth management
• Retirement and long-term financial planning
• Wealth preservation and legacy planning
• Financial needs analysis and client engagement

Beyond technical financial knowledge, you will have the opportunity to strengthen practical skills that are valuable across different industries:

• Effective communication and presentation
• Client relationship building
• Negotiation and interpersonal skills
• Business development and entrepreneurial thinking
• Financial knowledge and decision-making

You will be guided by experienced professionals who are committed to developing the next generation of financial advisers.

Our approach emphasises proper training, practical industry exposure and long-term professional development. You will gain insights into how advisers build client relationships, understand financial needs and develop their advisory practice over time.

The objective is to help you understand the profession beyond individual transactions and appreciate what it takes to establish a sustainable career in financial advisory.

We welcome applications from individuals who are:

• Young professionals considering a career transition
• Individuals interested in finance, investments and wealth management
• Self-motivated individuals who enjoy meeting and interacting with people
• Students pursuing Tourism, Hospitality, Property Management, Real Estate or related disciplines are particularly encouraged to apply.

Internship Details

• Working days/hours: Mon-Fri, 9am-6pm
• Location: 371 Alexandra Rd, Singapore 159963
• Allowance: $1500