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Wealth Advisor Intern

StashAway

Singapore, SingaporeInternshipPosted 5mo agoStill listed 1 day ago

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At a glance

Compensation
No compensation found
Location
Singapore, Singapore
Role Type
Internship
Schedule
Internship
Work Authorization
Not specified

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Job overview

The intern will work closely with the Wealth Advisory Team supporting High‑Net‑Worth clients and Country Managers across five countries, handling operational tasks, assisting with portfolio analysis, and contributing to wealth‑management product development and process improvement initiatives.

Skills & qualifications

RequiredNice to have

Skills

Wealth ManagementAdvisorWealth Management Product DevelopmentProcess ImprovementCross‑Functional CollaborationResearchPortfolio Analysis

Full job description

About Job

To work closely with our Wealth Advisory Team who are supporting our High-Net-Worth clients, as well as all StashAway Reserve stakeholders.This role will be responsible for supporting all of the Wealth Advisors and Country Managers across 5 countries, with operational tasks. It is an amazing opportunity for someone who has interest in personal wealth management, to get regional exposure and to work with one of Singapore’s fastest growing companies.

Key Responsibilities

  • Working closely with Wealth Advisors and Country Managers in their work to support our High-Net-Worth clients.

  • Keeping close contact with the Investment team to understand the way in which the StashAway portfolios are being managed.

  • Assist Wealth Advisors with other related matters such as updating factsheets and portfolio analysis and reviews.

  • Maintaining operational tasks related to wealth management and Reserve.

  • Assisting with projects that the Wealth Advisory Team and Reserve stakeholders are running.

Projects you might work on

  • Supporting the development and launch of new wealth management products

  • Contributing to the enhancement and refinement of existing features and client offerings

  • Identifying opportunities to streamline workflows and improve operational processes

  • Collaborating with cross-functional teams to implement efficiency-driven solutions

  • Assisting in research and analysis to support product and process innovation

Accountabilities of the role

  • Support the Wealth Advisory team in day-to-day tasks and initiatives

  • Assist Country Managers (CMs) across all 5 regions

Benefits Employee financial and physical well-being

  • Management fee discount: You will receive an employee discount on your asset management fees when you invest with StashAway.

Team bonding budget and initiatives

  • Quarterly team bonding budget: We encourage you to socialise with colleagues across job functions, departments, and entities to know them better as individuals beyond what they professionally do

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