Wealth Management Intern

Wealth Management Intern: We are seeking a motivated and detail-oriented Wealth Management Intern to join our team. This role offers an opportunity to gain hands-on experience in wealth management, risk assessment, and client engagement. The intern will work closely with senior management and clients, gaining insight into the financial advisory process and industry best practices.

• Assist in the preparation of client meetings
• Support back-office operations, including documentation, data management, and compliance.
• Participate in client-facing meetings, providing support in capturing meeting notes and assisting with follow-ups.
• Shadow senior advisors, learning about the recommendation process and financial decision-making.
• Contribute to special projects, such as portfolio reviews and performance tracking.