<p><strong>What role you will play in team:</strong> Support the team in providing financial advice and investment management services to high-net-worth clients.</p><p><strong>What you will do:</strong> Your role will involve assisting with client communication, conducting research, preparing presentations, and maintaining client portfolios.</p><p><strong>Key responsibility:</strong><ul><li>Assist in conducting financial needs analysis for clients.</li><li>Prepare investment proposals and presentations.</li><li>Conduct market research and analyze investment opportunities.</li><li>Assist in the monitoring of client portfolios.</li><li>Maintain accurate client records and documentation.</li><li>Support the team in providing excellent client service.</li></ul></p><p><strong>Required Qualification and Skills:</strong><ul><li>Enrolled in a Bachelor's degree program in Finance, Economics, or a related field.</li><li>Strong understanding of financial markets and investment principles.</li><li>Excellent analytical and communication skills.</li><li>Proficiency in Microsoft Office suite.</li><li>Detail-oriented with a strong work ethic.</li><li>Interest in wealth management and client service.</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive internship compensation.</li><li>Opportunities to learn from experienced professionals.</li><li>Exposure to various aspects of wealth management.</li><li>Networking opportunities within the firm.</li><li>Professional development training.</li></ul></p><p><strong>A Day in the Life:</strong>  You'll spend your time assisting senior team members, conducting research, attending meetings, and working on client-related tasks.  It’s a great way to gain practical experience in the industry.</p>