Win Advisors Pte. Ltd. – Financial Services Intern

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.

Starting 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!

What's in it for you upon successful application:

• CMFAS Licensing Certification
• Structured 4-week Internship Training and Apprenticeship
• Career Headstart in a Rewarding Industry
• Offer of a career contract upon satisfactory performance
• Personal Mentoring by Successful Practitioners

Objective of Internship:

• Understand the Financial Planning Concept and Process
• 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 Portfolios and Proposals
• Opportunities to attend company seminars and events
• Client consultation sessions with senior consultant or manager
• Participate in team prospecting activities and clients events