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
