Pivotal Career Solutions – Wealth Management Intern

Pivotal Career Solutions
Wealth Management Intern
Date Listed
04 Apr 2024
Job Type
Entry Level / Junior Executive
Job Period
From 31 May 2024, For At Least 2 Months
Banking / Finance
Human Resources
Location Name
Church Street, Samsung Hub, Singapore
3 Church St, Singapore 049483
Allowance / Remuneration
$1,200 - 1,700 (project /contract based)
Company Profile

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.

Job Description

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.
This position is already closed and no longer available.  You may like to view the other latest internships here.

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