Ricky Ng & Associates prides itself as a progressive and professional agency group providing financial advisory services, made up of highly committed individuals who are passionate for the financial advisory industry.
We are dedicated to training, nurturing and fully equipping each and every one of our financial representatives through a bespoke training program, comprehensively tailored to their level of experience in the financial services industry.
Our strategic strength comes from us being a one-stop financial solutions provider. With our wealth of experience in the financial advisory industry, our financial representatives are equipped to provide a broad spectrum of financial advisory services including solutions for individuals, families, and corporate clients alike.
Here at Ricky Ng & Associates, we value a healthy work-life balance and treasure the strong community bonds that we share.
The Financial Planning Intern will support financial consultants in delivering holistic financial planning solutions to clients. Through the GREAT Internship Programme, interns will gain practical exposure to financial advisory, client relationship management, and financial analysis while working on real-world projects under the guidance of experienced mentors.
Internship Period: 02 June 2026 - 10 July 2026
Key Responsibilities
Assist in preparing personalised financial plans based on clients’ financial goals, risk tolerance, and life stages.
Conduct research and analysis on financial products such as insurance, savings plans, and investment solutions.
Support financial consultants in reviewing clients’ portfolios and identifying potential protection or wealth accumulation gaps.
Prepare financial illustrations, reports, and presentation materials for client meetings.
Participate in client meetings and observe financial advisory processes to understand client engagement and needs analysis.
Perform market research on financial planning trends and competitor products.
Contribute to project work or case studies assigned during the internship programme.
Assist with administrative tasks related to client documentation and financial planning support
Requirements
- Minimum age of 21 years old as of 31 December 2025
- A Singapore Citizen or Permanent Resident of Singapore
- Must be an Undergraduate
- Completed National Service obligations (for male applicants)
- Not a current or discharged bankrupt
- Without unsecured financial obligations, besides study loan
- Not under any scholarship or bonded by any government organisation or corporate body
- Not scheduled for any overseas exchange program during the Internship Period
- Not on overseas holiday during the Internship period, that clashes with the program
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- Company:
Ricky Ng & Associates - Designation:
Financial Planning Intern - Profession:
Banking / Finance - Industry:
Finance - Location:
Paya Lebar