Wealth Advisory Intern

Summary

Join StashAway's Wealth Advisory Team as a Wealth Advisory Intern and support High-Net-Worth clients across 5 countries, with opportunities for regional exposure and growth.

Requirements

• Currently pursuing a degree or recent graduate of a Finance related field
• General interested in Wealth Management, Financial Planning, and/or Financial Markets
• Excellent communication skills in English
• Proficient in Excel and Word
• Excellent time management skills
• Highly adaptable individual with the ability to think on their feet and outside of the box

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

Benefits

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