Key Responsibilities:

• Assist in analyzing clients' financial situations, risk profiles, and investment objectives
• Support in developing tailored wealth management plans and investment strategies
• Contribute to research tasks related to tax optimization, estate planning, and philanthropic initiatives
• Participate in client meetings and presentations to enhance your communication skills
• Collaborate with experienced professionals and gain exposure to various aspects of wealth management
• Attend training sessions and workshops to expand your industry knowledge

Our Ideal Candidate:

• Currently enrolled in a Bachelor's degree program in any field
• Keen interest in financial services industry and willing to learn
• Strong analytical and problem-solving abilities
• Excellent communication and interpersonal skills
• Proficient in Microsoft Office Suite and familiar with financial software (preferred)
• A professional manner and a commitment to ethical conduct
• A team player with a collaborative mindset and a drive for success