Internship– Financial Consultant

About the Role

We are looking for motivated interns who are interested in gaining exposure in financial advisory, client consulting, and wealth planning.

This internship provides structured training, mentorship, and hands-on exposure to real client cases. You will learn how financial planning works in a professional advisory environment and develop communication, analytical, and client service skills.

Responsibilities

• Assist consultants in client servicing and preparation of financial advisory materials
• Support in financial needs analysis and basic case documentation
• Attend client meetings and observe advisory consultations
• Assist in preparing presentation slides, reports, and financial summaries
• Support data entry, CRM updates, and administrative tasks
• Assist in marketing activities, events, and lead generation initiatives
• Participate in structured training and mentorship sessions

Requirements

• Currently pursuing or recently completed a Bachelor’s Degree (any field)
• Fresh graduates / final year students are welcome to apply
• Proficiency in Mandarin is required (for client communication exposure)
• Good communication and interpersonal skills
• Willing to learn, proactive, and responsible attitude
• Team player with positive working mindset

What You Will Gain

• Real exposure to financial advisory and wealth planning industry
• One-to-one mentorship and structured training
• Hands-on experience with client cases and business development
• Opportunity to develop communication and consulting skills
• Potential pathway to full-time Financial Consultant role