Job Requirements
This job post is managed by
Patrick Loh
Last active 2 years ago
Job description for Wealth Management Internship Summer at Advisors Clique - Patrick Loh
Our illustrious financial literacy program (formerly known as JPG Internship) seeks to provide a full spectrum of enriching learning experiences for university graduates and undergraduates aspiring to explore the financial services industry.
This shall be achieved through the application of theories/concepts in our interactive case studies; introduced via formal lessons specially curated by our founder, a 20 years industry veteran.
Networking and gaining insights from past participants who have found success in our systems & platforms. You may anticipate being exposed to some of the most important aspects of the financial services industry throughout your internship.
What you’ll learn
- Gain a good understanding of financial portfolio management
- Perform market research on financial planning
- Learn to analyse, evaluate and provide valuable advice to family and friends
- Learn to manage business & principles of entrepreneurship
- Develop communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other lines of business.
- Case studies and role play to address real-life client scenarios
Our Perks
- Participants shall gain comprehensive knowledge in personal finance, investments in various asset classes including cryptocurrencies, leadership, salesmanship & entrepreneurship as well as experience from past interns
- Selected participants shall be invited to join our esteemed student advisory program “PLG ACademia” with a welcome bonus of $1,000
- Full sponsorship for 4 of the Capital Market & Financial Advisory Services Examinations
Requirements
- Min 20 years old
- Strong willingness to serve, learn & grow
- People orientated personality
- Successfully passed 1 of the CMFAS paper at the end of the program
$800 per month (plus an additional $1,000 of welcome bonus for selected participants)
If you meet the following requirements, please send us your updated resume in PDF format. Shortlisted candidates will be contacted in 2-3 working days. Good Luck!