Financial Intern - Internship
2 weeks ago
Job Scope
Research & Analysis
Assist in analyzing financial data to forecast future trends.
Study market dynamics, competitors, and latest industry trends.
Prepare reports summarizing findings for senior consultants....
Job Scope
Research & Analysis
- Assist in analyzing financial data to forecast future trends.
- Study market dynamics, competitors, and latest industry trends.
- Prepare reports summarizing findings for senior consultants.
Client Interaction & Support
- Assist consultants during client meetings.
- Help prepare client presentations and financial models.
- Handle preliminary client queries under supervision.
Operational Assistance
- Support in day-to-day administrative tasks, including data entry, appointment scheduling, and follow-ups.
- Learn and use company-specific software and tools.
Financial Planning Development
- Work with consultants to draft preliminary financial plans.
- Participate in internal review sessions to refine planning strategies.
Team Collaboration & Meetings
- Attend team meetings, workshops, and training sessions.
- Collaborate with different departments for interdisciplinary projects.
Marketing & Outreach
- Assist in creating content for social media platforms and company website.
- Participate in outreach programs, workshops, or webinars.
Continuous Learning
- Attend in-house training sessions and workshops on financial planning, client interaction, and other relevant topics.
- Be proactive in seeking feedback and implementing it for personal growth.
Compliance & Regulation
- Learn about industry-specific regulations and ensure all work is compliant.
- Assist the compliance team in routine checks and documentation.
Community Engagement
- Represent WISH Team in university fairs or at other public platforms.
- Participate in community service or corporate social responsibility initiatives undertaken by WISH Team.
Final Project/Presentation
- At the end of the internship, consolidate learning and experiences into a presentation or project, showcasing insights, challenges faced, and skills acquired during the tenure.
The above job scope offers the intern a rounded experience, from technical aspects of financial planning to client handling, team collaboration, and community engagement. Always ensure that the intern is well-supervised, mentored, and receives regular feedback to make the most of their time at Wish Team.
Perks & Benefits
Attractive Sales Commission
- Opportunity to earn up to 6 figures monthly with attractive commission scheme.
Work Life Balance
- We are providing you a young, fun & energetic working environment. We stressed on not only a Work Hard culture, but also living a life!
Overseas Incentive Trips
- Free Incentive Trips to explore overseas countries.
Cash Rewards for Top Producers
- Award Recognition & Performance Bonuses will be provided for Top Producers to assist you in enhancing your Personal Branding
Professional Training is Provided
- Products & Skills Trainings & Coaching provided by industry professionals.
Create Your Own Value
- Create your own value in life & enhance your career path.
WISH Team stands as a beacon of hope in the realm of Financial Planning Consultancy. This dynamic ensemble of forward-thinking young entrepreneurs is united by a singular vision: to transform aspirations into tangible realities. With a profound commitment to innovation and excellence, the WISH Team is dedicated not only to their personal ambitions but also to empowering their business partners in their quest for financial liberation.
Our core belief is that the pursuit of one's dreams shouldn't be a solitary endeavor. Through our comprehensive support, we enable our associates to chase their dreams with renewed vigor and enthusiasm, guiding them towards a horizon of financial freedom and a harmonious life balance. At WISH Team, we recognize that success is sweeter when shared. Thus, our ethos is deeply rooted in principles of unity, teamwork, mutual respect, and genuine care.
It's not just about reaching our milestones; it's about the journey and the positive impact we make along the way. We are steadfast in our mission to bring unparalleled value to our clientele, ensuring that their trust in us translates into measurable results. Additionally, our influence stretches beyond individual partnerships, as we are ardently committed to uplifting and making a difference in the wider community. With WISH Team by your side, dreams aren't just dreamt—they're realized.
