Wealth Management Intern (Part-Time, $500 per month)
- Internship, onsite
- Pinnacle Consult
- Singapore, Singapore
Company Description
Pinnacle Consult is a forward-thinking organization based in Singapore, specializing in global estate planning and asset structuring solutions, such as trusts and family fund set-ups. Our tailored services cater to individuals, families, and organizations, providing tax benefits and long-term asset management strategies. Partnering with professionals and institutions worldwide, we aim to create customized solutions that align with our clients' goals and ambitions.
Role Description
This is a part-time hybrid role for a Wealth Management Intern at Pinnacle Consult. The intern will assist in financial planning, investment management, and various financial services related to wealth management.
Requirements
- Undertake Singapore Capital Markets and Financial Advisory Services (CMFAS) licensing exams (within 2 months),sponsored by company
- Commit 16 hours of work in office a week (can be split-half days)
- Commit minimum 6 months after passing examinations
Qualifications
- Financial Planning and Investment Management skills
- Experience in Investments and Finance
- Knowledge of Insurance practices
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal abilities
- Attention to detail and accuracy in financial analysis
- Ability to work independently and as part of a team
- Background in Economics, Finance, Business, or related field
Company Description
Pinnacle Consult is a forward-thinking organization based in Singapore, specializing in global estate planning and asset structuring solutions, such as trusts and family fund set-ups. Our tailored services cater to individuals, families, and organizations, providing tax benefits and long-term asset management strategies. Partnering with professionals and institutions worldwide, we aim to create customized solutions that align with our clients' goals and ambitions.
Role Description
This is a part-time hybrid role for a Wealth Management Intern at Pinnacle Consult. The intern will assist in financial planning, investment management, and various financial services related to wealth management.
Requirements
- Undertake Singapore Capital Markets and Financial Advisory Services (CMFAS) licensing exams (within 2 months),sponsored by company
- Commit 16 hours of work in office a week (can be split-half days)
- Commit minimum 6 months after passing examinations
Qualifications
- Financial Planning and Investment Management skills
- Experience in Investments and Finance
- Knowledge of Insurance practices
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal abilities
- Attention to detail and accuracy in financial analysis
- Ability to work independently and as part of a team
- Background in Economics, Finance, Business, or related field