About the role
As a Wealth Management Associate intern, you will support the wealth management team in providing investment advice and strategies to clients. This role is ideal for fresh graduates or those looking to start their career in finance. You will gain hands-on experience and insights into portfolio management and client relationship management. Our client offers a learning-oriented environment where you can develop your skills and knowledge in wealth management.
What you'll do
- Assist in managing client investment portfolios
- Support in preparing investment reports
- Communicate with clients regarding their financial goals
- Collaborate with the wealth management team
What you'll need
- Pursuing or completed a degree in Finance or related field
- Strong interest in wealth management
- Good communication skills
Skills
Good to have
Benefits
- Stipend during internship
- Mentorship from experienced professionals
- Opportunity for full-time placement post-internship
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