Wealth Management Internship

Responsibility

The common responsibilities for this position include conducting interactive lectures and business-related venue visits, teaching basic Wealth Management, Financial Planning, Retirement Planning, and Underwriting & Operation. Additionally, the role involves developing and presenting a wealth management group project, meeting clients to provide customized wealth management advice related to Life Risk Management and Asset Management, and building and maintaining friendly relationships with clients. The intern is also responsible for equipping clients with medical knowledge and a service network for swift assistance, educating clients in asset management, and evaluating performance throughout the program.

Job Growth

Skills Requirement

The percentages next to each skill reflect the sector’s demands in these respective skills. E.g., 30% means this skill has been listed in 30% of all the job postings in this sector.

• Skill Categories
• Specific Skill Sets

Skills Distribution

The skills distribution tells you what specific skill sets are in demand. E.g., Skills with a distribution of “More than 50%” means that these skills are wanted in more than 50% of the job postings.

• More Than 70%
• More Than 50%
• More Than 30%
• More Than 10%