- Support the development of tailored wealth strategies aligned with clients' financial goals
- Assist in constructing and reviewing investment portfolios
- Conduct market and product research to support advisory decisions
- Prepare client presentation materials and reports
- Observe and, where appropriate, participate in client meetings
- Provide administrative and operational support to the advisory team
- Strong communication skills and professional presence
- High levels of self-motivation and discipline
- Curiosity about financial markets and wealth planning
- Analytical thinking and attention to detail
- Integrity and accountability
- A commitment to continuous improvement
- Local Diploma or full GCE 'A' Levels certification
- Minimum 21 years old (or 20 turning 21)
- Any major accepted — no financial background required
- Open-minded, high-achieving individuals exploring the industry in a non-obligatory setting
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Wealth Management Intern - Singapore - Wealth Management Singapore

3 days ago
Description
About the ProgramOur Wealth Management 9-Day Intensive Internship Program is designed for driven university students and young individuals who are eager to gain fast-paced, real-world exposure to the wealth management industry.
Over the course of 9 intensive days, you will gain insight into how senior advisors serve high-net-worth (HNW) clients through personalised wealth strategies, portfolio construction, risk management, and long-term financial planning.
This is a focused, high-impact internship within a meritocratic, performance-driven environment where initiative, discipline, and learning agility are recognised and developed.
Your ResponsibilitiesYou will work closely with experienced mentors while building a strong foundational understanding of professional wealth advisory within a condensed timeframe.
What to ExpectExpertise Development: Learn investments from top-performing practitioners managing over $5 million in assets under management (AUM), and gain valuable insights into financial markets for both professional and personal knowledge.
Soft Skills Development: Develop conversational and public-speaking skills to confidently influence and engage. Participate in DISC profiling and communication workshops to strengthen interpersonal effectiveness.
Career Guidance: Interact with advisors from diverse backgrounds and experiences to better understand the industry and determine your best-fit career path.
Certification Opportunity: Potential sponsorship for 4 CMFAS papers (essential for roles in Investment & Private Banking) to strengthen your professional credentials.
Networking: Connect with industry leaders and driven, like-minded individuals across Singapore in an interactive environment.
Experiential Character Development: We place strong emphasis on personal growth, resilience, communication mastery, and professional discipline — skills essential for long-term success in this field.
Individuals demonstrating:
Allowance: $500–$1,000* for 9 days
*Performance-based — we value effectiveness and impact.
Internship Dates: 9 – 21 March 2026
Week 1: 9/ 10/ 11/ 13 March
Week 2: 16/ 17/ 18/ 20/ 21 March
(9 days with breaks in between; final day will be graduation)
Working Hours: 9am – 5pm daily
Due to the selective and intensive nature of this program, only shortlisted candidates will be contacted. Our interview process is designed to identify individuals with strong potential, professionalism, and drive.
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