Internships / Industry / Finance / Wealth Management Internship

Wealth Management Internship

Company Profile:

Our company has been in operation since 2001, specialising in a variety financial lending services for a diverse customer base. From humble beginnings as a sole trader, we have architected the growth and development to be a well-established finance intermediary located in North Sydney. Currently we have the ability to service a customer base Australia wide with our range of products and services. Our alignment with a wide lender base has evolved over time. This will ensure that you will be introduced to the lenders by a proven intermediary. Our organisation is built by its experienced people. This will make certain that your case manager will have the knowledge and understanding to guide you through your finance transaction as easily as possible. You will be kept informed through the entire process. Our staff will be made available to answer any of your questions that you have through the entire process. Our Company has made it an objective to try and meet the highest customer service standards possible. With proven industry sustainability in the financing market, along with its expertise in all areas of financing including residential, commercial and leasing, it is evident that when you choose, you will work with a trusted and proven organisation.

Training & Experience Provided:

Procedural Training on the following financial products:- Commercial Finance- Residential Finance- Equipment Finance- Rental Finance- SMSF Lending- Business & Overdraft Finance - Managing Financial Planning Matters. Job Functions will include:- Customer Follow-ups- Database Management - Procedural implementation- Systems Development- Market analysis and marketing procedures for our target market.

Our business focus is in the small to medium business market. This will give the interns a great understanding of the matters to deal with when it comes to businesses in Australia.


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We have previously placed candidates in Sydney, Melbourne, Brisbane, Gold Coast, Perth & Adelaide


What else do I need to know?

Are the Wealth Management Internships paid?

The Wealth Management Internships are voluntary/unpaid as the main benefit is to you through a meaningful learning experience, NOT on photocopying and making coffee. However, many host companies offer a stipend such as weekly transport costs. The internship will assist you in taking a big step towards your future career.

When can I start my Wealth Management Internship?

Our Wealth Management Internship start dates are flexible. We have students starting internships almost every Monday of the year (except in December and the first week of January).

Do you organise graduation Wealth Management Internships?

Yes. We can arrange internships to meet your graduation requirements. These commonly involve an assignment topic or thesis subject.

Can I receive credit from my University for the internship?

If you send us your University requirements in order to gain credit for the internship then we will make sure to arrange a placement which meets these requirements.

Do you charge a fee for arranging a Wealth Management Internship?

Yes, there is a fee for the comprehensive service we provide. Our fees will be sent to you once you have completed the enquiry form.

Can you arrange insurance & accommodation?

Yes we can. Check out our Extra Services for further information.


Apply Now for Wealth Management Internships