About the Internship
Selected intern's day-to-day responsibilities include:1. Conducting in-depth analysis of clients' financial situations and investment goals
2. Developing personalized wealth management strategies based on clients' needs and risk tolerance
3. Monitoring and evaluating investment portfolios to ensure optimal performance
4. Communicating with clients regularly to provide updates on their portfolios and address any concerns
5. Collaborating with other team members to research and identify new investment opportunities
6. Participating in client meetings and presentations to discuss investment strategies and recommendations
7. Assisting senior wealth managers with various administrative tasks and projects to support the team's overall success.
Number of Openings
2 openingsPerks of this Internship
Certificate Recommendation letter
Other Requirements
1. are available for full time (in-office) internship
2. have relevant skills and interests
3. can start the internship between 23rd Oct'25 and 27th Nov'25
4. are available for duration of 2 months
5. have already graduated or are currently in any year of study
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