William Tan Organisation – Financial Services Internship

Financial Services Internship

Want to get a head start in the finance 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 Organisation, we have been offering Financial Consultant Internship positions for students who want to challenge themselves and have a phenomenal experience working in the financial 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, attaining financial freedom 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 industry
• Boost your knowledge on financial and investment literacy & wealth accumulation, 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 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 money management, 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
• Prospecting for clients
• Client acquisition through referral programmes
• Portfolio analysis, manage client’s financial planning
• 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.