Win Advisors Pte Ltd was established in 2014 for the sole purpose of providing value added services to Financial Services Professionals through Business Support, Training Courses and Event Planning Services.
In 2020, we extended our services by providing a co-working and seminar space for young, budding and aspiring entrepreneurs. We believe that one of the fundamentals of success is having an environment that stimulates ideas and promotes positive networking. This nurturing environment and our strive towards ‘growing together in excellence’ is how we can pave a sure path of success for our future generation of entrepreneurs!
Financial Services Intern:
Gain valuable experience in the financial services industry and make a difference through our fully sponsored Overseas CSR Exposure trip.
What's in it for you upon successful application:
CMFAS Exam Sponsorship
Structured 8-week Internship Training and Apprenticeship
Overseas CSR Exposure
Work Testimony
Personal Mentorship
Career Sampling
The Objective of the Internship:
Understand Financial Planning Concepts and Processes
Learn and understand how to engage clients and prospects and build instant rapport
Learn about Financial Products and Selling Skills
Develop Business Plan
Develop a Sales Presentation for Customers
Develop Financial Portfolio and Proposals
Opportunities to attend company seminars and events
Client consultation sessions with a senior financial consultant or manager
Attachment to Managers/ Directors and Agency for mentorship
Internship Period:
29 May 2023 – 21 July 2023
Eligibility:
Singaporean or PR
A Minimum Age Requirement of at least 21 years old
A Levels, International Baccalaureate Diploma qualification, or Diploma awarded by a polytechnic in Singapore or equivalent
Not bonded to any organisation
Undergrads are welcome
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Win Advisors Pte. Ltd. - Designation:
Financial Services Intern - Profession:
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