Office Of Philip Loh – Wealth Management Associate Intern

Company
Office Of Philip Loh
philiploh.com
Designation
Wealth Management Associate Intern
Date Listed
05 Mar 2020
Job Type
Entry Level / Junior Executive
Intern/TS
Job Period
From 26 May 2020, For At Least 2 Months
Profession
Banking / Finance
Industry
Finance
Location Name
3 Pickering Street, Singapore
Address
3 Pickering St, Singapore 048660
Map
Allowance / Remuneration
$2,000 - 3,500 (project /contract based)
Company Profile

OPL - Where Financial Dreams Come True.
http://www.opl.sg/

Representing Great Eastern Life, OPL is dedicated to developing talents that can transform the wealth management and financial services industry. We are committed to creating a nurturing environment to cultivate future leaders who share our passion to improve our clients' lives by taking better care of their money, and leading the people we serve to the day when work’s purely for fun.

We specialize in talent spotting local Tertiary Institution undergraduates and graduates, making up 100% of our associates.

Job Description

Objectives

You will learn about personal wealth management and financial literacy. By the end of the internship, you will have been exposed to a comprehensive number of financial instruments with knowledge that will be greatly useful to you in all future endeavors in the finance industry.

Areas of Study

  • Wealth Management – Retirement, Wealth Expansion/Preservation
  • Financial Portfolio Design and Architecture
  • Career Options in the Financial Services Industry
  • CFMAS Papers sponsorship
  • Entrepreneurship Training
  • Product and Market Knowledge

What you will experience

  • Classroom Training
  • Group Projects
  • Creative business presentations on simulated business cases
  • Inter-varsity Interaction
  • Fully sponsored 5-day-4-night overseas camp to *Perth
  • Opportunity to learn from Philip Loh, a top financial advisor with over S$100 mil investment under advisory

Remuneration and Incentives

  • Remuneration is $2000 to $3500 over 10 weeks.
  • All seminars, camps and courses will be fully sponsored (Worth over $5000)
  • CFMAS examination papers will be fully sponsored
  • A fully sponsored overseas camp to *Perth right after the internship
  • All course fees and exam fees will be covered by OPL
  • The study trip to *Perth (flight to-and-fro, lodging and meals) will be covered by OPL

 

Requirements

  • Mondays to Friday 9.a.m. to 6 p.m.
  • Must be 21 years old and above
  • Candidates currently pursuing at least a Bachelor's Degree
  • For candidates with GPA scores of 4.2 and above (NUS and NTU) and 3.4 and above (SMU)
  • Other achievements could also be considered if GPA scores are below the above stipulation

Singaporeans and Permanent Residents are welcome to apply.

*OPL reserves the right to change the overseas camp to another location depending on the future COVID-19 situation.

This position is already closed and no longer available.  You may like to view the other latest internships here.

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