Wealth Advisor Intern

ASIA WEALTH PLATFORM PTE. LTD.

Singapore, Singapore
Not specified; not specified; employee financial +...
Not specified
Support high-net-worth clients
Operational tasks for wealth advisors
Portfolio analysis and reviews
The Wealth Advisor Intern position at ASIA WEALTH PLATFORM PTE. LTD. offers an opportunity to work closely with a dynamic Wealth Advisory Team catering to High-Net-Worth clients in Singapore. The role involves supporting operational tasks and projects across five countries, providing exposure to personal wealth management in a rapidly growing company

Job Summary

  • This role supports the Wealth Advisory Team and Country Managers across 5 countries with operational tasks.
  • The intern will assist with updating factsheets, portfolio analysis, and reviewing StashAway portfolios.
  • Employees receive a management fee discount on asset management fees when investing with StashAway.

Matching Summary

Match Score: 85

The Wealth Advisor Intern position at ASIA WEALTH PLATFORM PTE. LTD. offers an opportunity to work closely with a dynamic Wealth Advisory Team catering to High-Net-Worth clients in Singapore. The role involves supporting operational tasks and projects across five countries, providing exposure to personal wealth management in a rapidly growing company.

Salary

Not specified; Not specified; Employee financial and physical well-being; Management fee discount; Quarterly team bonding budget

Skills & Requirements

Must-have

  • Support High-Net-Worth clients
  • Operational tasks for Wealth Advisors
  • Portfolio analysis and reviews

Nice-to-have

  • Interest in personal wealth management
  • Regional exposure across 5 countries
  • Cross-functional collaboration skills

Key Requirements

  • Interest in personal wealth management
  • Ability to work with cross-functional teams

Work Rights

Not specified

Tailored Resume

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