Financial Planning Intern: Build Client Relationships

Martin Boey Organisation; Singapore; Presencial; SGD 15.000 - 18.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Allowance SGD 1500 monthly

Descripción de la vacante

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.

Formación

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

Responsabilidades

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

Conocimientos

Communication

Client relations

Negotiation

Interpersonal skills

Business development

Financial knowledge

Educación

Finance student

Descripción del empleo

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.