Winter Internship (Wealth Management)

RECRUIT SUCCESS PTE. LTD.; Singapore; Hybride; SGD 22 000 - 45 000; Plein temps

Avantages offerts par ce poste

Monthly allowance up to SGD 2,000 (for

Résumé du poste

Recruit Success Pte. Ltd. offers a Wealth Management Internship designed to build financial literacy, advisory skills, and professional networks through mentorship and targeted training.

Participants gain exposure to retirement planning, risk assessment, and portfolio design, with flexible hours and CBD/WFH options in Singapore.

Qualifications

• Must have full working rights in Singapore.
• Must be at least 21 years old due to regulatory requirements.
• No prior experience required; eager to learn and grow in wealth management.

Responsabilités

• Develop financial literacy and advisory skills by completing professional certifications relevant to wealth management.
• Engage with organization members through chats and events to enhance industry knowledge and communication skills.
• Build professional networks by participating in networking opportunities within the financial services sector.
• Receive one-to-one mentorship from experienced professionals for career insights.
• Learn wealth management strategies including retirement planning, wealth expansion, and preservation.
• Understand risk management principles by calculating corporate and individual risks.
• Design and architect financial portfolios to meet client needs.
• Apply sales and marketing concepts to support client acquisition and retention.
• Gain exposure to business management and entrepreneurship principles in financial services.
• Experience organizational culture and executive leadership through structured training sessions.

Formation

Local polytechnics

IB Diploma

A Levels

Undergraduate student

Description du poste

Company Overview

Recruit Success Pte. Ltd. provides meticulous job matching services for Singaporean and Permanent Residents, connecting candidates with career opportunities across industries. Contact: [e-mail]

Job Summary

Join a Wealth Management Internship to develop financial literacy and advisory skills, gain industry exposure, and build professional networks through mentorship and training by experienced leaders.

Responsibilities

• Develop financial literacy and advisory skills by completing professional certifications relevant to wealth management
• Engage with organization members through chats and events to enhance industry knowledge and communication skills
• Build meaningful professional networks by participating in networking opportunities within the financial services sector
• Receive one-to-one mentorship from experienced professionals to gain insights on personal and career development
• Learn about wealth management strategies including retirement planning, wealth expansion, and preservation
• Understand risk management principles by calculating corporate and individual risks
• Design and architect financial portfolios to meet client needs
• Apply sales and marketing concepts to support client acquisition and retention
• Gain exposure to business management and entrepreneurship principles relevant to financial services
• Experience organizational culture and executive leadership through structured training sessions

Required competencies and certifications

• Must have full working rights in Singapore (no sponsorship provided)
• Must be at least 21 years old due to regulatory requirements

Preferred competencies and qualifications

• Graduated from local polytechnics, IB Diploma, A Levels, or universities, or currently an undergraduate from these institutions
• No prior experience required; open to candidates eager to learn and grow in wealth management

Other Information

• Duration: 4-8 weeks
• Monthly allowance: Up to $2000 for undergraduates, up to $4000 for graduates
• Flexible working hours
• Location: Central Business District (CBD) and Work From Home (WFH) options available

Recruit Success Pte. Ltd. | EA Licence: 24C2093 | EAP: R24120137