Wealth Advisory Internship — 6 Weeks, Hands-On, CMFAS

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

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.