• Explore and apply knowledge of marketing tools and platforms
• Contribute to the creation and curation of compelling content for social media, blogs, newsletters, and marketing initiatives
• Manage the scheduling and publishing of posts across various social media platforms
• Monitor and evaluate social media performance, generating insightful reports
• Research and analyse customer behaviours and preferences to inform strategies
• Participate in the planning and execution of marketing campaigns
• Handle documentation and reporting tasks to maintain accurate records
• Provide support for organizing and promoting events and webinars
• Assist with event logistics, registration processes, and pre & post event follow-ups
• Contribute to marketing and profiling efforts for successful advisers to enhance recruitment initiatives
• Engage in team meetings and collaborative brainstorming sessions.

• Willing to commit to a 3 to 6-month internship
• Good understanding of social media trends
• Natural flair for humour
• A plus if you are comfortable to appear in videos
• A plus if you have basic design skills (Canva/Illustrator/Photoshop)
• Work independently, as well as part of a team, to establish project deliverables.
• A quick learner who is comfortable working in a fast-paced and dynamic environment, and is able to work independently and in a team setting and creative brainstorming environment
• Confidence in presenting to small and large groups of people
• Capacity to multi-task, manage time effectively, and work under pressure even with fixed deadlines

All applications will be treated in strict confidence. We regret that only shortlisted applicants will be notified.

Note: Job responsibilities / requirements are representative and are not intended to be a detailed list. Other tasks/abilities may be required of the incumbent, relative to the specific assignment.

• Generate new business opportunities by actively prospecting, networking, and attending industry events. Collaborate with internal teams to develop and implement strategies that drive growth.
• Meet and exceed sales targets through effective lead generation, recruitment and improving service offerings for end clients.
• Work closely with the wealth advisory team to understand client needs, deliver tailored solutions, and ensure the seamless execution of wealth management strategies.
• Plan, organize, develop and implement business and marketing strategies to achieve business goals and targets.
• Attend and assist to queries from wealth advisers
• Willing to undertake ad-hoc functions, projects and other business-related duties as required

• Bachelor’s degree in Business, Finance, Economics, or a related field will be an advantage.
• Experience in business development, sales, or relationship management in the wealth management or financial services industry
• Good understanding of financial products, investment strategies, and wealth management principles.
• Excellent communication and interpersonal skills, with the ability to engage and influence stakeholders at all levels
• Goal-oriented, proactive, and self-driven with a passion for achieving targets and delivering exceptional service
• Ability to work both independently and collaboratively in a fast-paced, dynamic environment
• Have a strong sense of ownership, collaborative and value teamwork
• Fresh graduates are encouraged to apply.

• To work closely with wealth advisers on the management of client portfolios
• To formulate investment recommendations which are aligned with client investment objectives as well as the research house-view
• To originate and communicate profitable investment ideas and market updates to various stakeholders
• To create tailored content and presentation material to support the overall wealth advisory business
• Additional/ ad-hoc duties may be assigned when required, including the undertaking of projects related to the overall business unit

• Bachelor's degree holder in a related discipline (accountancy, finance or business administration, or others)
• Strong analytical skills, with a good understanding of financial markets and investments
• Excellent command of both spoken and written English, with strong communication skills.
• Has a passion for investing, and helping others make profitable investments
• Able to multi-task and meet constant deadlines
• Candidates without working experience or have less than 2 years of working experience are welcome to apply