Job Description

• Candidates must complete or currently completing a Diploma/Degree in ANY field;
• Willing to commit at least 10 weeks for the internship program;
• Good attention to detail and responsible;
• Able to be self-disciplined and have good time management;
• Willingness to learn and grow in a fast-paced environment.

• Assist seniors with their clients to accomplish financial objectives by accessing their financial situation.
• Assist senior to assess client\'s financial situation by gathering information regarding investment, assess allocation, savings, retirement planning, and estate planning; evaluating risk tolerance.
• Provides financial management information by preparing financial analyses and reports.
• Keeping up to date with the latest financial products and regulatory changes.
• Be given professional analytical and management support work assignments.
• Manage specialized information, reports, and forms.
• Developing and presenting financial strategies and plans.

• Structured 10 weeks of professional attachment with award-winning industry practitioners.
• Receive 2 professional certifications.
• Understand financial portfolio design and management.
• Understand Investment portfolios for various types of profiles.
• Gamified processes and group discussions for Self-discovery & learning.

• Training Provided
• Performance Bonus

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