Pivotal is the recruitment solutions provider for Credence.
Credence is a Wealth Management Firm that specializes in helping individuals and companies manage their portfolios by providing corporate and personalized solutions to young professionals and high net worth individuals.
We are looking for young, dynamic associates who are looking to for a flexible opportunity to make extra income on the sidelines. Prior experience is not required and associate is able to work from home.
As a Wealth Management Intern, you will have the unique opportunity to gain hands-on experience in the financial services industry, working closely with seasoned professionals to develop essential skills in financial planning, investment strategies, and client relationship management.
- Client Engagement: Assist in conducting client meetings and assessments under the guidance of senior financial advisors. Learn to understand clients' financial goals, risk tolerance, and investment preferences.
- Financial Analysis: Work on financial modeling and analysis to support client recommendations. Gain experience in evaluating investment options, portfolio management, and risk assessment.
- Market Research: Stay updated on market trends, economic indicators, and industry developments. Contribute to the development of investment strategies and financial plans.
- Communication Skills: Enhance your communication skills by preparing and delivering presentations to clients. Learn how to effectively communicate complex financial concepts in a clear and concise manner.
- Networking: Build relationships with clients and industry professionals. Attend networking events and participate in community outreach activities to expand your professional network.
Kindly note that only shortlisted candidates will be notified.
Agent Note This position is posted on behalf of a client by a third party agent.
Related Company Review:
Pivotal Career Solutions
www.pivotalsg.comPros: Mentorship from the director and manager is very good. Always there for you and willing to groom you beyond just doing well in your job
Cons: It is quite fast paced
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- Company:
Pivotal Career Solutions - Designation:
Wealth Management Intern - Profession:
Banking / Finance - Industry:
Human Resources - Location:
Downtown Core