Financial Intern - Internship

 Job Scope

Research & Analysis

• Assist in analyzing financial data to forecast future trends.
• Study market dynamics, competitors, and latest industry trends.
• Prepare reports summarizing findings for senior consultants.

Client Interaction & Support

• Assist consultants during client meetings.
•  Help prepare client presentations and financial models.
• Handle preliminary client queries under supervision.

Operational Assistance

• Support in day-to-day administrative tasks, including data entry, appointment scheduling, and follow-ups.
• Learn and use company-specific software and tools.

Financial Planning Development

•  Work with consultants to draft preliminary financial plans.
•  Participate in internal review sessions to refine planning strategies.

Team Collaboration & Meetings

• Attend team meetings, workshops, and training sessions.
• Collaborate with different departments for interdisciplinary projects.

Marketing & Outreach

• Assist in creating content for social media platforms and company website.
• Participate in outreach programs, workshops, or webinars.

Continuous Learning

• Attend in-house training sessions and workshops on financial planning, client interaction, and other relevant topics.
• Be proactive in seeking feedback and implementing it for personal growth.

Compliance & Regulation

• Learn about industry-specific regulations and ensure all work is compliant.
• Assist the compliance team in routine checks and documentation.

Community Engagement

• Represent WISH Team in university fairs or at other public platforms.
• Participate in community service or corporate social responsibility initiatives undertaken by WISH Team.

Final Project/Presentation

• At the end of the internship, consolidate learning and experiences into a presentation or project, showcasing insights, challenges faced, and skills acquired during the tenure.

The above job scope offers the intern a rounded experience, from technical aspects of financial planning to client handling, team collaboration, and community engagement. Always ensure that the intern is well-supervised, mentored, and receives regular feedback to make the most of their time at Wish  Team.

Perks & Benefits

Attractive Sales Commission

• Opportunity to earn up to 6 figures monthly with attractive commission scheme.

Work Life Balance

• We are providing you a young, fun & energetic working environment. We stressed on not only a Work Hard culture, but also living a life!

Overseas Incentive Trips

• Free Incentive Trips to explore overseas countries.

Cash Rewards for Top Producers

• Award Recognition & Performance Bonuses will be provided for Top Producers to assist you in enhancing your Personal Branding

Professional Training is Provided

• Products & Skills Trainings & Coaching provided by industry professionals.

Create Your Own Value

• Create your own value in life & enhance your career path.