Wealth Management Internship

About the role

This internship is with an independent asset management firm serving institutional investors and ultra-high-net-worth clients across investment, estate, tax, and philanthropic needs. The role provides exposure to wealth and asset management operations within a global environment. You will support business processes, client servicing, and operational initiatives while gaining practical experience in financial services. You will work in a collaborative and professional setting, with opportunities to learn from experienced team members and contribute to ongoing business initiatives. Internship Details Minimum commitment of 4 months (6 months preferred) Exposure to wealth management operations and business process improvement

Responsibilities

• Assist in improving and refining internal business processes and workflows
• Support system enhancement initiatives, including testing and implementation (UAT)
• Promote the adoption of new processes and systems within the organisation
• Coordinate with external stakeholders for onboarding and maintaining service provider information
• Provide administrative support to client advisory teams, including maintaining client records and documentation
• Ensure accurate organisation and management of client data
• Support ad-hoc projects and tasks assigned by the team

Requirements

• A bachelor's degree (or currently pursuing) in Finance, Banking, Business, or a related field
• Basic understanding of financial markets and investment concepts
• Strong communication and interpersonal skills
• High attention to detail and accuracy
• Prior internship experience in financial institutions or related industries is an advantage
• By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.

Additional Information

To apply or find out more, please contact Leong Jia Wei (Reg No: R25157456) jiawei@placement.com.sg I also carry more Senior variants of this role; please browse our Company Page to find out more. https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D (Entry-Mid Level | Fresh Graduates,Career Switchers, Sales Professionals)

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