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job opportunities
Professional Team & Dedicated Service
Wealth Management Internship
Duration: Summer
Key responsibilities:
- Assist with asset allocation decisions
- Help with risk management and performance monitoring
- Contribute to marketing and customer relationship management (CRM) activities
Requirements:
- Currently enrolled in a full-time undergraduate or postgraduate program
- Strong academic background in finance, economics, or related fields
- Excellent analytical and communication skills
- Keen interest in wealth management and financial markets
Assistant Wealth Manager
Key responsibilities:
- Support wealth managers in client portfolio management
- Research on financial markets and investment opportunities
- Participate in client meetings and networking events
Requirements:
- Bachelor's degree in finance, economics, or related field
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal abilities
- Proficiency in financial modeling and data analysis tools
Client Service Associate
Key responsibilities:
- Handle client inquiries and requests via phone, email, or in person
- Process account openings, transfers, and other administrative tasks
- Assist in preparing client reports and presentations
- Coordinate client meetings and events
Requirements:
- Bachelor's degree in business, finance, or related field
- Strong customer service orientation
- Excellent organizational and multitasking skills
- Proficiency in Microsoft Office suite
- Knowledge of financial products and regulatory requirements (preferred)
Contact Us
To apply for these positions, please send your resume and a cover letter(optional) detailing your interest and qualifications through this email
