About the role
As a Wealth Management Associate, you will play a vital role in supporting our wealth management team. Your responsibilities will include assisting with client servicing and managing their investment portfolios. You'll conduct market research, prepare comprehensive reports, and engage with clients to better understand their financial goals.
This internship is an excellent opportunity for recent graduates looking to gain practical experience in wealth management. You'll develop essential skills in a professional and supportive environment while learning from experienced professionals. The onsite nature of this role offers a unique chance to immerse yourself in the industry and build valuable connections.
What you'll do
- Assist in client servicing
- Conduct market research
- Prepare financial reports
- Support wealth management activities
What you'll need
- Recent graduate in finance or economics
- Strong interest in financial markets
- Eagerness to learn
Skills
Good to have
Benefits
- Monthly stipend
- Training and mentorship
- Networking opportunities
Interested in this role?
It takes about two minutes. Free to apply — LocoJobs never asks candidates for money.
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Questions about this job
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