Wealth Management Intern

Responsibility

The common responsibilities for this position include providing comprehensive wealth management advice to High Net Worth individuals and corporate clients, designing tailor-made financial plans, and managing client relationships. The intern will assist in fund due diligence data handling, prepare monthly performance reports, and conduct competitor investigations. They will also participate in corporate communication activities, engage in investment strategies, and contribute to corporate marketing and social media strategy development. Additional duties involve conducting financial needs analysis, assessing various financial products, and reviewing clients' wealth management matters. The intern will attend daily business meetings, collaborate with business partners such as private banks and financial institutions, and participate in business case competitions and investment games. They will also receive systematic training in financial and wealth management, engage in mentoring sessions, and enhance skills through expert-led workshops.

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%