Financial Planning Intern - Singapore - Pivotal Career Solutions

Description

As a Wealth Management Intern, you will have the unique opportunity to gain hands-on experience in the financial services industry, working closely with seasoned professionals to develop essential skills in financial planning, investment strategies, and client relationship management.

• Client Engagement: Assist in conducting client meetings and assessments under the guidance of senior financial advisors. Learn to understand clients' financial goals, risk tolerance, and investment preferences.
• Financial Analysis: Work on financial modeling and analysis to support client recommendations. Gain experience in evaluating investment options, portfolio management, and risk assessment.
• Market Research: Stay updated on market trends, economic indicators, and industry developments. Contribute to the development of investment strategies and financial plans.
• Communication Skills: Enhance your communication skills by preparing and delivering presentations to clients. Learn how to effectively communicate complex financial concepts in a clear and concise manner.
• Networking: Build relationships with clients and industry professionals. Attend networking events and participate in community outreach activities to expand your professional network.