Investment Advisory Intern

apartmentWealth Asia placeNewton schedulePart-time calendar_month29/4/26

Your role is to assist Senior Wealth Directors in identifying market opportunities, conducting sales and analyze how investment products fit into a client’s long-term protection and legacy planning.

Job Description

Investment Research & Analysis

Analyze financial products to assess their risk-return profiles.

Conduct fundamental and quantitative research on various financial assets.
Monitor global market trends and summarize their impact on client portfolios.
Perform competitor analysis and benchmarking of different investment products.

Portfolio Support & Reporting

Assist in the preparation of financial and investment proposal decks and monthly portfolio performance reviews.

Assist in preparing financial portfolio summaries that consolidate a client's existing portfolio, coverage gaps, and investment performance.
Draft investment proposals tailored to specific life stages (e.g., education planning for children or retirement legacy).

Client & Sales Operation

Shadowing client meetings to record minutes and track follow-up actions (e.g., account opening, KYC documentation).
Assisting in onboarding of clients
Conducting sales and meeting sales targets

Track sales performance data and incentive tiers for the team

Why Join Us!

You will work in a dynamic environment under senior leadership. You will be guided and learn the art of persuasion, develop professional resilience, and build a high-value network of industry leaders. This role will enable you to learn how to solve real-world business problems and understanding the mechanics of financial, sales and investment strategies.

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