Company
Adept Business Consultancy awfa.com.sg
Designation
Investment & Portfolio Construction Insights Program
Date Listed
27 Apr 2026
Job Type
Entry Level / Junior Executive
Free/ProjPart/TempIntern/TS
Job Period
Flexible Start, For At Least 2 Months
Profession
Consulting
Industry
Consultancy
Location Name
Lorong Chuan, Singapore
Address
Lorong Chuan, Singapore
Map
Allowance / Remuneration
$400 monthly
Company Profile
About Adept Business Consultancy Pte Ltd ("Adept")
Adept is a distinguished management consulting firm specializing in delivering tailored solutions for both discerning individuals and corporations. With a comprehensive range of services, we cater to diverse needs across multiple sectors.
For Individuals, Adept offers expert guidance in family office planning, estate administration, mortgages, and investment seminars in collaboration with esteemed fund houses and property investors.
Our Expertise: Adept leverages a distinguished panel of experts including trust lawyers, fund managers, and business strategists. This wealth of expertise allows us to deliver nuanced solutions that meet the unique needs of our clients.
Strategic Partnerships: We are proud to collaborate with leading banking institutions, facilitating joint events and providing mortgage referrals that enhance financial strategies for our clientele.
At Adept, we are committed to excellence, integrity, and innovation in every service we provide, Adept stands ready to empower your success.
Job Description
Investment Internship Exposure (Real-World Experience)
Interns will gain hands-on exposure across institutional-grade investment and wealth management systems, covering advisory, trading, and portfolio construction workflows.
- Wealth & Portfolio Advisory Experience
- Build and analyse real multi-asset portfolios using funds, ETFs, and model strategies
- Learn how advisors screen investments using metrics like risk, return, volatility, and diversification impact
- Observe how long-term income and retirement portfolios are structured across equities, bonds, and alternative assets
- Sit in on global fund manager briefings and investment seminars to understand macro trends and fund strategies
- Understand how client risk profiles translate into actual portfolio allocation decisions
- Brokerage & Capital Markets Exposure
- Experience how real market transactions are executed across equities, ETFs, bonds, and structured products
- Learn how trading flows work from client order placement through to execution and settlement
- Gain exposure to margin trading, contra trading, and leveraged instruments in real market conditions
- Review institutional research reports and learn how analysts form market views and stock recommendations
- Understand how structured investment products are designed, priced, and distributed
- Digital Trading & Retail Investing Experience
- Execute simulated or guided trades across global markets (US, SG, HK equities)
- Explore options and basic derivatives strategies in a simplified, retail-friendly environment
- Learn thematic investing (AI, technology, energy transition, global megatrends)
- Analyse investor behaviour using real-time price action and sentiment tools
- Understand how modern fintech platforms democratise access to global markets
- Wealth Structuring & Intergenerational Planning
- Learn how portfolios are integrated with insurance wrappers, trusts, and structured investment vehicles
- Understand how wealth is preserved and transferred across generations
- Sit in discussions with legal and trust professionals on estate planning structures and corporate vehicles
- See how investment decisions connect directly to long-term wealth protection and succession planning
- Professional Training & High-Level Networking Exposure
- Attend short, focused training sessions with a corporate lawyer specialising in banking and finance to understand real deal structures, compliance frameworks, and transactional workflows
- Gain exposure to discussions on investment structuring, regulatory considerations, and wealth protection strategies used in real client work
- Network with trust companies and estate planning professionals to understand how trusts, family offices, and fiduciary structures are set up and managed
- Engage with fund managers and investment specialists across equities, fixed income, and alternative strategies to learn how investment views are formed and executed