Wealth Management Apprenticeship
We are seeking a motivated and ambitious individual to join our team as a Wealth Management Apprentice. This apprenticeship will provide you with invaluable insights into the Financial Services industry, allowing you to apply your academic knowledge in a real-world setting.
Responsibilities:
- Conduct thorough financial analysis, including budgeting, cash flow analysis, investment evaluation, and risk assessment to generate projection and recommendations for clients
- Stay up-to-date with market trends, financial products, and industry regulations. Conduct research on investment options, tax strategies, insurance policies, and other relevant financial planning topics.
- Support the financial planning team in client communication, including scheduling meetings, organizing client appreciation/servicing events
Requirements:
- Minimum GCE A-Level
- Diploma awarded by a local polytechnic
- Strong communication and interpersonal skills
- Good command of English & Mandarin
Please submit your resume, along with a cover letter highlighting your interest in financial planning and relevant academic or professional experiences.
We look forward to reviewing your application and potentially welcoming you to our team!
Job Types: Part-time, Contract, Temporary, Internship, Fresh graduate, Student job
Contract length: 1 month
Part-time hours: 30 per week
Salary: $1,200.00 per month
Benefits:
- Flexible schedule
- Professional development
Schedule:
- Day shift
- Flexible hours
- Monday to Friday
Education:
- GCE 'A' Level or equivalent (Preferred)
Work Location: In person
