Wealth Advisory Intern

Job Summary We are seeking motivated and driven individuals to join us as Wealth Advisory Interns! This structured internship is designed to provide hands-on exposure to client engagement, sales fundamentals, and financial services operations, while equipping interns with essential industry knowledge, professional skills, and career readiness! Key Responsibilities Sales & Client Engagement Support Support client engagement activities, including outreach, follow-ups, and appointment coordination Assist in understanding client needs through guided fact-finding and engagement processes Learn how financial solutions are positioned and communicated to clients in a professional setting Participate in client meetings, presentations, and engagement sessions under supervision Financial Services Exposure & Learning Gain foundational exposure to financial planning concepts, products, and advisory processes Assist in preparing basic presentation materials, proposals, and documentation Learn industry best practices in client servicing, relationship management, and ethical advisory Training, Development & On-the-Job Learning Participate in structured training sessions covering financial services fundamentals, communication skills, and professional development Learn through on-the-job training with experienced leaders and mentors Apply learning see real-world client engagement and business scenarios Team & Project Support Support internal projects, outreach initiatives, and engagement events Collaborate with team members on sales and business development activities Assist with administrative and coordination tasks related to sales operations Requirements Currently pursuing or recently completing degree (all disciplines welcome), having at least a Diploma or A level equivalent Strong interest in sales, client engagement, and the financial services industry Good communication and interpersonal skills Willingness to learn, proactive, and open to feedback Comfortable engaging with people and working in a team environment No prior financial services or sales experience required; training will be provided What you will gain Structured training and hands-on exposure to the financial services and sales environment Practical understanding of client engagement, sales processes, and advisory workflows Development of core professional skills including communication, presentation, and relationship-building 1 to 1 mentorship and guidance from experienced professionals and leaders Exposure to both client-facing and backend business functions Opportunities to build confidence, industry knowledge, and career clarity A strong foundation for future career opportunities in sales, advisory, or professional services Sponsored Industry Recognized certifications For any questions, please email career@winadvisors.com.sg .