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SG - Wealth Advisory Intern

Intern / Student, Full-time · Singapore

About the role
Internship vacancy: Open from Feb 2021 onwards. Minimum internship duration of 3 full months. Full-time (i.e. at least 5 full days per week) or part-time (i.e. 4-6h a day, 5 days a week) internships can be arranged. Full-time internship applications will be greatly preferred.

Application Requirements: Please indicate your commitment (i.e. the number of hours you can commit per day) as well as your intended start and end dates when you apply for this internship.

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You will assist the StashAway Reserve team to connect and build relationships with our high and ultra-high net worth (HNW and UHNW) clients and identify opportunities to drive growth and assets under management (AuM). You are able to ensure a high level of service quality and build relationships with our clients by managing them through calls, email correspondences, and potential meetings that you will attend with our Wealth Advisors.

Responsibilities:
  • Arrange, manage and attend appointments with clients with dedicated Wealth Advisor 
  • Develop and maintain an active pipeline to achieve sales targets and expand StashAway Reserve's client base
  • Conduct research on clients/prospects, industries, competitors, organisations, and conferences; market analyses, marketing/sponsorship opportunities, and other business development efforts to drive volume
  • Create and maintain a database and tracking system for the sales channel
  • Maintain investment performance tracking data to develop monthly factsheets
  • Readily reply to client emails when necessary
  • Maintain and update all client activity on our client relationship management (CRM) systems (e.g. HubSpot and AirTable)
  • Assist in the preparation of professional and compelling proposals and sales presentations
  • Brainstorm and execute social media and marketing campaigns to generate qualified leads
  • Ideate and execute ways to improve engagement with clients
  • Create touch points to co-organise and prepare events for our clients
  • Attend events, seminars, and networking opportunities locally and/or regionally
Requirements
  • Currently pursuing a Bachelor’s degree in Business Management, Marketing, or any relevant degrees
  • Ability to handle confidential and sensitive information with care and discretion
  • Well organized, high standards for quality work and strong attention to detail
  • Exceptional communication skills to work with internal and external stakeholders
  • Outgoing personality; you are confident when interacting with people of higher seniority
  • Proficient in Microsoft Excel (e.g. pivot tables, VBA) and Powerpoint
  • Ability to work independently, effectively handle, and prioritize multiple tasks simultaneously, while being professional and able to stay calm under pressure
  • Data-centric; you are confident about learning how to use CRM systems (i.e. HubSpot and AirTable)
  • Have a strong interest in investments and finance
  • Able to speak with strangers comfortably
  • Willing to take initiative and ability to think outside the box
About us
What We Do

StashAway is the faster way to reach your financial goals. As a digital wealth management platform, we design personalised portfolios and monthly investment plans based on your unique characteristics, and manage your portfolio with highly advanced investment strategies.

The company was founded in Singapore in 2016 with the ambition of expanding to other fast-growing Asia Pacific markets since 2018.

StashAway is led by its three founders, Michele Ferrario, former CEO of ZALORA Group; Freddy Lim, former Global Head of Derivatives Strategy of Nomura; and Nino Ulsamer, founder of several technology companies around the world.

Why We Do

We deliver sophisticated, personalized advice at a fraction of the cost of existing, basic solutions. Our advanced technology enables us to deliver to each investor a sophisticated investment strategy that was once only available to institutions and high net-worth individuals.

Traditional investment products charge between 1.25% and 5% in annual fees. At 0.2% to 0.8% in annual management fees, StashAway offers a convenient, digital user experience with personalised portfolios with no minimum balance, no restrictions for withdrawals, and real-person customer service. We encourage individuals of all net worths with portfolios of any size to build their wealth.


Who We Are

Supported by prominent advisors, the StashAway team is committed to providing investment advice and customer experience of the highest quality. Our team is made up of top-tier developers, designers, fund managers, creatives, and managers with diverse backgrounds from all over the world – currently representing Canada, China, France, Germany, India, Indonesia, Italy, Malaysia, Singapore, the United Kingdom, the United States, and Vietnam.

In July 2020, StashAway raised US$16 million through a Series C round led by Square Peg, the largest venture capital fund in Australia. Burda Principal Investments, the growth capital arm of German media and tech company Hubert Burda Media, as well as existing investor Eight Roads Ventures, the global investment firm backed by Fidelity, both also participated in the round.

We write our own rules, and do whatever it takes to build a substantial, meaningful product and service. We work hard, don’t cut corners, and love bonding over (lots of) food.

With regards to our culture, we want StashAway to (i) have a rewarding, diverse, radically candid and cooperative growth environment; (ii) where people work hard, take responsibilities and grow as individuals and as a team; (iii) embrace an open-minded meritocracy, and (iv) are ethical and compliant.
Your application
Thank you for considering a career at StashAway. Please fill out the following form. In case you are experiencing problems with the document upload, mail your documents to jointheteam@stashaway.com.

*** Applications without the required documents submitted will be regarded as incomplete ***

Required Documents

  • Résumé or Curriculum Vitae
  • Cover Letter

Optional Documents

  • Portfolio (if applicable)
  • Educational Transcript
  • Reference Letter

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