Wealth Advisory Internship with Certifications

Voyage Wealth Advisory

Singapore

On-site

SGD 10,000 - 12,000

Part time

5 days ago
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Benefits offered by this job

Sponsored CMFAS certifications (M9, M9
CMFAS certifications (M9, M9A, HI)
S$1,000 monthly allowance pro-rated

Job summary

Voyage Wealth Advisory is seeking a 4-week internship in Singapore for undergraduates or recent grads. You will assist senior advisors on live casework, prepare client materials, and participate in client-engagement initiatives.

The program includes CMFAS certifications and a S$1,000 monthly allowance pro-rated to days worked, with direct access to leadership to learn the industry. This hands-on internship aims to expose you to wealth planning, investments, protection, and client service in a

Qualifications

  • Undergraduates or recent graduates with Diploma/A-Level minimum.
  • Interest in wealth management and numbers.
  • Ability to write clearly and be coachable.

Responsibilities

  • Support advisors with case preparation, fact-find analysis, and post-meeting follow-up.
  • Build financial analyses and prepare client-facing materials used in engagements.
  • Contribute to internal case discussions where advisors test recommendations.
  • Support research on products, markets, and planning structures (CPF, trusts, LPA, etc.).
  • Help run client engagement initiatives, learning sessions, and seminars.

Job description

Voyage Wealth Advisory is seeking a 4-week internship in Singapore for undergraduates or recent grads. You will assist senior advisors on live casework, prepare client materials, and participate in client-engagement initiatives.

The program includes CMFAS certifications and a S$1,000 monthly allowance pro-rated to days worked, with direct access to leadership to learn the industry. This hands-on internship aims to expose you to wealth planning, investments, protection, and client service in a

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