Atlas Wealth Group – Wealth Management Intern

ATLAS foundation programme is a 3 month internship programme which aims to offer interns with a well-rounded perspective of the financial and wealth management industry. Interns will be led by dedicated mentors and will be working alongside a dynamic team of individuals to gain more insights and exposures towards transiting into Intern’s future workforce life.

Our Wealth Management Interns will experience internal mobility within the company, and be able to try out various departments in the company to get full exposure for their future careers. These teams include:

• Client Advisory Team (preparing clients towards wealth management, including insurance related products, debt management and updating client financial information)
• Investment Team (strategize, review and assess potential investments with historical financial data, conduct analyses and learn our investment strategies)
  
• Wealth Operations Team (understanding the essentials of wealth and estate management for clients and performance reporting, using financial tools for analysis)
• Sales Team (making use of financial sales and marketing techniques, sales tools and networking sessions with vendors and clients)
  
• Trust Team (learning essential skills on estate planning and documentations such as wills, trusts and powers of attorney)

Those looking to work in the field should showcase in their resumes assets such as financial and accounting expertise, an interest in learning new things, self-motivation, flexibility, teamwork, and computer competences.