Job description

Summary

As an intern, you will assist our Wealth, Sales and Business Development team in various tasks aimed at identifying growth strategies and opportunities, sales prospects, business development, customer acquisition and expand our market presence. This internship offers valuable exposure to the world of advisory and consulting, and hands on experience to support our company expansion strategies.

Responsibilities

• Client Consultation: Conduct comprehensive financial needs analysis for clients to understand their financial goals, risk tolerance and current financial situation.
• Customised Financial Planning: Develop and implement customised financial plans and investment strategies.
• Client Relationship Mangement: Build and maintain strong relationships with clients through regular follow ups, reviews and proving exceptional customer service. 

Remunerations

• Exposure: To prepare you to real world business scenarios and ventures.
• Networking Opportunities: Connect with like-minded individuals and our business partners. 
• Minimum Start-Up Allowance: $2,000 (Additional bonus and incentive are performance-based)
• Full Learning Experience: 1-on-1 training and guidance will be provided.