Wealth Management Internship

Job description

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456) on 

WhatsApp

+65 80358497

or email

jiawei@placement.com.sg

I also carry more Senior variants of this role; please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D

(Entry–Mid Level | Fresh Graduates,Career Switchers, Sales Professionals)

Overview

This internship is with an independent asset management firm serving institutional investors and ultra-high-net-worth clients across investment, estate, tax, and philanthropic needs. The role provides exposure to wealth and asset management operations within a global environment.

You will support business processes, client servicing, and operational initiatives while gaining practical experience in financial services.
You will work in a collaborative and professional setting, with opportunities to learn from experienced team members and contribute to ongoing business initiatives.

Internship Details

  • Minimum commitment of 4 months (6 months preferred)
  • Exposure to wealth management operations and business process improvement

Key Responsibilities

  • Assist in improving and refining internal business processes and workflows
  • Support system enhancement initiatives, including testing and implementation (UAT)
  • Promote the adoption of new processes and systems within the organisation
  • Coordinate with external stakeholders for onboarding and maintaining service provider information
  • Provide administrative support to client advisory teams, including maintaining client records and documentation
  • Ensure accurate organisation and management of client data
  • Support ad-hoc projects and tasks assigned by the team

Requirements

  • A bachelor’s degree (or currently pursuing) in Finance, Banking, Business, or a related field
  • Basic understanding of financial markets and investment concepts
  • Strong communication and interpersonal skills
  • High attention to detail and accuracy
  • Prior internship experience in financial institutions or related industries is an advantage

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Job Summary

  • Published on: 09 May, 2026
  • Category: Banking / Finance
  • Vacancy: 1
  • Job type: Internship/Attachment
  • Salary: 1000
  • Location: On site
  • Job Nature: Internship/Attachment

Company Details

Established in 2014, we have a proven track record in delivering successful outcomes, for candidates and for companies. By adopting a disciplined and rigorous approach to search assignments, we ensure best match, always.

Recognizing that having the right individual for the job is key for a company's success, our promise is to always conduct in-depth due diligence into the position requirements and to screen candidates thoroughly to assure suitability prior to presenting them for consideration.

Our search scope covers Permanent, Temporary or Contract Staff. In addition, we also offer Payroll Outsourcing Service and Headcount Hosting Service.

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