Overview

SimplyWealth is offering an immersive internship for students interested in financial advisory, wealth management, and personal finance planning. You’ll work closely with experienced advisers and learn how real client portfolios are built, analysed, and supported. This role provides a hands-on introduction to investments, financial planning tools, and client engagement in a supportive and growth-focused environment.

What You’ll Get Out of This Internship

Personal mentorship from licensed wealth advisers
Exposure to investment products like ETFs, unit trusts, and structured notes
Practical experience analysing client needs and building portfolio recommendations
Training workshops covering retirement planning, cashflow strategies, and prospecting
A strong foundation for future careers in finance, banking, or advisory services

Key Responsibilities

Review client financial profiles and summarise insights for advisers
Assist in preparing portfolio proposals and product comparisons
Support research on wealth accumulation, retirement, and cashflow strategies
Help match suitable investment or insurance solutions to client objectives
Participate in client meetings, taking notes and preparing follow-up actions
Track performance of recommended products and prepare simple reports
Contribute to team projects, outreach efforts, and client engagement activities

Requirements

Diploma or degree student from any discipline
Comfortable speaking with people and asking questions
Interest in financial planning, investing, or wealth management
Willing to learn about products such as ETFs, unit trusts, and insurance
Motivated, organised, and able to work independently with guidance
No experience required — training is provided

Who This Internship Is Ideal For

Perfect for students who enjoy finance, want to build real-world advisory skills, and thrive in a structured yet flexible environment.

About the Company

SimplyWealth Pte. Ltd. is a licensed financial advisory group in Singapore providing wealth management, investment planning, and protection solutions for individuals and families. The team focuses on education-driven advisory, personalised client service, and long-term financial well-being. Known for its strong mentorship culture, SimplyWealth supports new entrants with training, guided development, and a collaborative working environment.

Internship Details

Location: Downtown Core, Singapore

Duration: 3–6 months

Commitment: Full-time

Working Arrangement: Hybrid

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SimplyWealth Pte ltd

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