Martin Boey Organisation – Financial Consultant Intern

Martin Boey Organisation is a Singapore-based wealth advisory practice dedicated to helping individuals, families and business owners achieve long-term financial security through holistic financial planning. Led by Executive Director Martin Boey, the organisation combines extensive industry expertise with a client-centric approach to deliver personalised wealth management solutions.

The organisation believes that financial planning extends beyond investment and insurance. It focuses on building comprehensive strategies that encompass wealth accumulation, protection, retirement planning, legacy planning and estate preservation. By understanding each client's unique goals and circumstances, the team strives to provide practical and sustainable financial solutions across every stage of life.

The organisation fosters a culture of integrity, professionalism, lifelong learning and service excellence. Whether serving clients or mentoring aspiring consultants, Martin Boey Organisation is driven by a passion for making a meaningful difference in people's financial journeys while empowering individuals to build rewarding careers in the financial services industry.

More than an internship. Get a real feel for the world of financial advisory.
Interested in finance, business, and learning how financial consultants operate in the real world?
Go beyond theory and discover what it takes to build professional relationships, communicate with people, and develop practical skills in the financial services industry.

What You'll Actually Do
•⁠ ⁠Experience the life of an FA — gain insight into the daily responsibilities, routines and challenges of a financial adviser
•⁠ ⁠Get involved in roadshows — participate in outreach activities, engage members of the public and introduce financial planning concepts
•⁠ ⁠Learn telemarketing — develop professional telephone communication skills and learn how to approach potential clients
•⁠ ⁠Understand financial planning — explore savings, insurance, investments, retirement planning and wealth management
•⁠ ⁠Observe client meetings — learn how financial consultants understand client needs and communicate financial solutions
•⁠ ⁠Build sales and communication skills — practise presenting ideas, handling enquiries and developing professional relationships
•⁠ ⁠Discover business development — gain exposure to networking, prospect engagement and client relationship management

What You'll Gain
•⁠ ⁠A practical understanding of the financial advisory industry and the life of an Financial Consultant
•⁠ ⁠Exposure to roadshows, telemarketing and client engagement activities
•⁠ ⁠Improved communication, presentation and interpersonal skills
•⁠ ⁠Foundational knowledge of financial planning, insurance and investment concepts
•⁠ ⁠Greater confidence in approaching people and communicating professionally
•⁠ ⁠Insight into potential career pathways in financial advisory, wealth management and financial services

Who This Is For
•⁠ ⁠Fresh graduates or individuals exploring different career opportunities
•⁠ ⁠Those curious about finance, investments, insurance and wealth management
•⁠ ⁠People who enjoy interacting with others and building relationships
•⁠ ⁠Individuals interested in learning sales, marketing and business development
•⁠ ⁠Ambitious self-starters who are willing to learn through practical experience
•⁠ ⁠Candidates who are open to stepping outside their comfort zone and taking on new challenges
•⁠ ⁠Students pursuing Tourism, Hospitality, Property Management, Real Estate or related disciplines are particularly encouraged to apply.

Internship Details
•⁠ ⁠Location: 371 Alexandra Rd, Singapore 159963
•⁠ ⁠Allowance: $1500