Edson Lim & Associates
Being a leader, Edson enjoys taking on new roles and attaining new knowledge to value-add the people around me. Being certified as an Agile professional and an Enneagram coach enable him to serve as a catalyst for the team and to remain resilient in this ever-evolving industry.
His belief in this business is to put my people’s needs first, alongside the genuine partnership that I have acquired. He constantly motivate my team that helping people should be a priority and I believe this contributed to my team's tremendous success in the last ten years.
Financial Services Internship
Want to get a head start in the finance services industry? Calling to all self-driven undergraduates, fresh graduates and those who seek a new meaningful career as a Financial Consultant.
Internship Overview
Students who embark on this internship program with William Tan Organisation will get on a Journey of Self Discovery, Financial Empowerment and knowledge of Entrepreneurship. William Tan Organisation is a group of agency units of Prudential Assurance Company Singapore (Pte) Ltd. As an agency unit, we have been offering Financial Consultant Internship positions for students who want to challenge themselves and have a phenomenal experience working in the financial services industry.
With a strong system and internship programme, together with dedicated mentors, William Tan Organisation has in the past successfully groomed many student financial consultants into Agency Leaders and also MDRT Financial Consultants upon their graduation, achieving their goals and success. We are confident and will continue to groom students into successful individuals.
What You Will Take Away From This Internship
- Gain real-life exposure to the financial services industry
- Boost your knowledge on financial and investment literacy & financial planning, equipping you with the skillsets of financial literacy and sales technique.
- Mentorship opportunities by experienced industry practitioners while building strong relationships with fellow students from various varsities.
- Providing you valuable experience in the workings of the financial sector and understanding the market.
- Improve your communication skills and learn how to build a good rapport with their clients.
- A better understanding of how the financial analyses are conducted.
- Build your network and lifelong relationships. Acquisition of new clients and maintaining relationships with existing clients by providing sound financial advice base on their needs and excellent customer service.
- Ability to manage and execute business forecast and targets on day to day.
- Apply your interest and knowledge of finance to financial planning and cash flow analysis.
Internship Responsibilities & Learning Objectives
Interns will be responsible for and learn to become proficient in the following areas*:
● Being certified in M5, M9, M9A and HI
● Attending mandatory foundation training conducted by the agency
● Customised digital marketing techniques, creation of social media identity and presence and market segmentation
*Interns will only engage in actual sales advisory work after being licensed and contracted with Prudential Assurance Company Singapore (Pte) Ltd.
Entry Requirements
We are looking for result-oriented and talented individuals who are interested in a career in sales and are keen to learn and develop a good understanding of the role of a financial consultant in the financial service industry in Singapore.
● Minimum 21 years of age (Regulatory Requirement)
● Minimum academic qualifications of a full certificate in GCE ‘A’ Level, International Baccalaureate Diploma qualification, Diploma awarded by a polytechnic in Singapore or equivalent.
William Tan Organisation
A group of agency units of Prudential Assurance Company Singapore (Pte) Ltd Reg No. 199002477Z
Edson Lim & Associates
An agency unit of Prudential Assurance Company Singapore (Pte) Ltd Reg No. 199002477Z
Approval Code: 101/23Feb22
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- Company:
Edson Lim & Associates - Designation:
Financial Services Internship - Profession:
Banking / Finance - Industry:
Finance - Location:
Newton