Finance Intern

Date: 3 days ago

Area: Singapore, Singapore

Salary: SGD 3,000 - SGD 5,000 per month

Contract type: Full time

Client Interaction: Building relationships with clients, understanding their financial needs and goals, and providing personalized advice.
Investment Analysis: Researching and analyzing various investment options, such as stocks, bonds, and mutual funds, to recommend suitable strategies.
Risk Management: Assisting clients in assessing their risk tolerance and developing strategies to manage their financial risks.
Wealth Planning: Developing financial plans for clients, including retirement planning, estate planning, and wealth preservation strategies.
Financial Product Knowledge: Learning about different financial products and services, including investment products, insurance, and retirement plans.
Client Relationship Management: Assisting with client onboarding, providing ongoing support, and building strong relationships with clients.
Sales and Marketing: May be involved in prospecting for new clients, presenting wealth management solutions, and achieving sales targets.
Compliance and Regulations: Understanding and adhering to relevant financial regulations and compliance requirements.
Data Analysis and Reporting: Analyzing financial data, preparing reports, and communicating findings to clients and management.
Continuous Learning: Attending training programs, workshops, and seminars to stay updated on industry trends and best practices.

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