Total 4 job vacancies by Catalyst Recruitment Agency Pte. Ltd.

Location: Central Region, Singapore

Are you passionate about finance and eager to gain hands-on experience in wealth management? Join our team as a Wealth Management Intern, where you’ll work alongside seasoned professionals to learn the intricacies of financial planning, investment management, and client relationship building.

Responsibilities:

• Assist in client financial assessments, gathering data, and analyzing clients' financial goals and objectives.
• Support wealth managers in creating tailored financial plans and strategies that encompass investments, insurance, and retirement planning.
• Conduct market research to stay updated on trends, economic indicators, and best practices in wealth management.
• Help prepare investment and financial reports for client meetings.
• Manage client information, ensuring data accuracy and confidentiality.
• Contribute to client relationship management by addressing inquiries and assisting with follow-up communications.

Requirements:

• Current enrollment in a degree program in Finance, Business, Economics, or a related field.
• Strong analytical skills with attention to detail.
• Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
• Excellent verbal and written communication skills.
• A proactive attitude with the ability to work independently and as part of a team.
• Strong interest in financial services, wealth management, or investment advising.

Why Join Us?Gain exposure to real-world wealth management strategies and client relationship skills that set the foundation for a successful career in finance. You’ll have the chance to network with industry professionals, engage in a dynamic, growth-focused environment, and build your financial expertise.

Ready to jumpstart your career in wealth management? Apply now!

Wealth Management Intern – Start Your Finance Journey Here!

Are you fresh out of National Service, about to enter university, or a current student curious about finance? No experience or specific degree? No problem! Dive into the world of wealth management with a team that’s ready to teach you the ropes, from understanding investments to building client relationships.

What You’ll Do:

• Assist in Financial Planning – Work alongside advisors to create personalized financial strategies that meet client needs.
• Explore Market Trends – Conduct research to understand economic changes, stock trends, and investment opportunities.
• Hands-On Learning – Prepare financial reports, organize client details, and get direct experience with tools used in wealth management.
• Learn Client Engagement – Help communicate with clients, learn to handle inquiries, and see how trusted client relationships are built.

What We’re Looking For:

• Recent ORD personnel, incoming university students, or current students from any field of study.
• Detail-oriented, curious, and willing to learn.
• Comfortable with Microsoft Office, especially Excel and PowerPoint.
• Strong communication skills with a positive, team-oriented attitude.

Why Join Us?This isn’t just an internship—it’s an entry into the finance world! Gain practical skills, work with experienced professionals, and build a foundation in wealth management, whether you have a finance background or not. Learn, grow, and get an early start on an exciting career path!

Interested? Take your first step into finance with us—apply today!

Role: Finance & Investment Associate (Entry Level)

Responsibilities:

• Manage financial and investment portfolios for both corporate (B2B) and individual (B2C) clients, focusing on investment, risk, and asset management.
• Conduct market and investment trend analysis, with particular emphasis on Equities, ETFs, Bonds, and Unit Trusts.
• Provide holistic wealth management solutions, including wealth preservation, partnership management, and business succession planning.

Position Details:

• Entry-level role, open to both full-time and part-time positions.
• Flexible working hours with remote work options.
• Open to undergraduates and fresh graduates; no prior finance background required.

Eligibility Requirements:

• Minimum academic qualification of one of the following:GCE 'A' Level Certificate
  International Baccalaureate (IB) Diploma
  Polytechnic Diploma in Singapore
  Equivalent academic qualifications
  

What’s in It for You:

• Clear career growth opportunities to managerial and directorial positions.
• Structured training program with comprehensive one-on-one mentorship.
• Supportive team environment that prioritizes work-life balance.
• Competitive compensation, including performance-based commissions and bonuses.
• Opportunities for incentive-based overseas trips.

Ready to grow your finance career in a flexible and supportive environment? Apply today!

Finance Intern – Start Your Journey in Wealth Management

Why Join Us?

• Fast-Track Career Growth: Clear pathway to managerial and directorial roles for high performers.
• Flexible & Remote-Friendly: Enjoy flexible hours with the option to work from home.
• World-Class Training & Mentorship: Gain industry expertise through structured training and one-on-one mentorship.
• Dynamic Team Support: Join a collaborative, positive team in a people-first environment.
• Performance Rewards: Earn additional commissions and bonuses, plus incentive-based overseas trips for top performers!

About the Role:

• Portfolio Management: Oversee investment and financial portfolios for both corporate (B2B) and individual (B2C) clients, specializing in investment, risk, and asset management.
• Market & Investment Analysis: Track and analyze financial markets and investment trends across Equities, ETFs, Bonds, and Unit Trusts.
• Wealth Solutions: Provide comprehensive wealth management services, focusing on wealth preservation, partnership management, and business succession planning.

Position Details:

• Entry-level role with full-time and part-time options.
• Ideal for undergraduates and fresh graduates; no prior finance experience required.

Eligibility Requirements:

• Minimum academic qualifications:GCE 'A' Level Certificate
  International Baccalaureate (IB) Diploma
  Polytechnic Diploma (Singapore)
  Equivalent academic credentials
  

Launch Your Finance Career!
This is your opportunity to break into finance, build hands-on experience, and grow in an environment that values learning and career progression. Apply now to start your journey with us!