Job SummaryWe 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 SupportSupport client engagement activities, including outreach, follow-ups, and appointment coordinationAssist in understanding client needs through guided fact-finding and engagement processesLearn how financial solutions are positioned and communicated to clients in a professional settingParticipate in client meetings, presentations, and engagement sessions under supervisionFinancial Services Exposure & LearningGain foundational exposure to financial planning concepts, products, and advisory processesAssist in preparing basic presentation materials, proposals, and documentationLearn industry best practices in client servicing, relationship management, and ethical advisoryTraining, Development & On-the-Job LearningParticipate in structured training sessions covering financial services fundamentals, communication skills, and professional developmentLearn through on-the-job training with experienced leaders and mentorsApply learning see real-world client engagement and business scenariosTeam & Project SupportSupport internal projects, outreach initiatives, and engagement eventsCollaborate with team members on sales and business development activitiesAssist with administrative and coordination tasks related to sales operationsRequirementsCurrently pursuing or recently completing degree (all disciplines welcome), having at least a Diploma or A level equivalentStrong interest in sales, client engagement, and the financial services industryGood communication and interpersonal skillsWillingness to learn, proactive, and open to feedbackComfortable engaging with people and working in a team environmentNo prior financial services or sales experience required; training will be providedWhat you will gainStructured training and hands-on exposure to the financial services and sales environmentPractical understanding of client engagement, sales processes, and advisory workflowsDevelopment of core professional skills including communication, presentation, and relationship-building1 to 1 mentorship and guidance from experienced professionals and leadersExposure to both client-facing and backend business functionsOpportunities to build confidence, industry knowledge, and career clarityA strong foundation for future career opportunities in sales, advisory, or professional servicesSponsored Industry Recognized certificationsFree Overseas exposure opportunityFor any questions, please email career@winadvisors.com.sg.
We are looking for motivated individuals to join us as Financial Wealth Planners. This full-time role is designed for individuals who are eager to learn, grow, and build a strong foundation in financial advisory. This career allows for flexibility without an income ceiling. If you are looking to be compensated for your merit, this is the place for you. You will receive structured training, mentorship, and hands-on exposure to holistic financial planning in a supportive team environment. Key responsibilitiesFinancial Planning & Client SupportSupport the delivery of holistic financial planning solutions covering protection, wealth accumulation, and legacy planningLearn to conduct client fact-finding, needs analysis, and financial reviews under guidanceAssist in preparing financial proposals and advisory documentationBuild and maintain long-term client relationships through regular engagement
Business Development & ExposureParticipate in client engagement activities, workshops, and eventsLearn client acquisition and relationship management through mentorship and team supportCollaborate with marketing and operations teams on outreach initiatives
Training, Licensing & Professional DevelopmentParticipate in structured training programmes and coaching sessionsPrepare for and complete required licensing examinations (CMFAS / RES modules)Stay updated on product knowledge, regulatory requirements, and market developments
What You Will GainStructured onboarding and training to build a strong foundation in financial advisoryMentorship and guidance from experienced wealth planners and leadersExposure to both client-facing and backend functions within the financial services industryProfessional development support for licensing and certificationsOpportunities for career progression, specialisation, and leadership developmentFlexibility to plan and manage your own time while meeting professional responsibilitiesPerformance-based income with no fixed income ceiling, rewarding effort and resultsA supportive team culture that encourages learning, growth, and ethical advisory practices RequirementsDiploma/A level equivalentStrong communication and interpersonal skillsWillingness to learn, self-motivated, and open to coachingComfortable engaging with people and building relationshipsInterest in financial planning, personal finance, and professional services
No prior financial services experience required; training will be provided
