Adept Business Consultancy Pte Ltd – Financial Planning Intern

Adept is a distinguished management consulting firm specializing in delivering tailored solutions for both discerning individuals and corporations. With a comprehensive range of services, we cater to diverse needs across multiple sectors.

For Individuals, Adept offers expert guidance in family office planning, estate administration, mortgages, and investment seminars in collaboration with esteemed fund houses and property consultants.

Our Expertise: Adept leverages a distinguished panel of experts including trust lawyers, fund managers, and business strategists. This wealth of expertise allows us to deliver nuanced solutions that meet the unique needs of our clients.

Strategic Partnerships: We are proud to collaborate with leading banking institutions, facilitating joint events and providing mortgage referrals that enhance financial strategies for our clientele.

At Adept, we are committed to excellence, integrity, and innovation in every service we provide, Adept stands ready to empower your success.

The financial services industry offers more than just opportunities to work with numbers. It is an industry built around people, business relationships, market knowledge and the ability to identify solutions to real-world financial needs.
We are looking for individuals who are keen to explore this industry, develop commercial awareness and gain practical experience in a client-facing business environment.

Your Learning Opportunities
During the internship, you will gain exposure to the different functions of a financial services practice, including:
* Understanding financial products such as insurance, investments and savings solutions.
* Learning how financial professionals assess clients' financial circumstances and objectives.
* Gaining insights into investment markets, economic developments and personal finance.
* Observing client engagement, financial discussions and advisory processes.
* Understanding how financial advisers develop and maintain their professional networks.

Beyond Financial Knowledge
You will have opportunities to develop essential workplace and business competencies, such as:
* Communication, presentation and interpersonal skills.
* Sales techniques and client engagement.
* Business networking and relationship development.
* Problem-solving and critical thinking.
* Personal branding and professional conduct.

Who We Are Looking For
This opportunity is suitable for:
* Undergraduates and fresh graduates exploring the financial services sector.
* Individuals interested in investments, banking, insurance and wealth management.
* Candidates who enjoy interacting with people and developing relationships.
* Those interested in business, entrepreneurship and professional development.

Internship Details:
Working days/hours: Mon-Fri, 9am-6pm
Location: 151 Lorong Chuan, #05-06A, Singapore 556741
Allowance: $800-$1500