We are looking for a Wealth Management Intern to support our Wealth Management and Business Development teams, with hands-on exposure to Finance, FinTech, Lead Generation, and Client Management.
Responsibilities
- Generate and manage leads.
- Handle client follow-ups and communication.
- Maintain lead and client data.
- Assist in Business Development activities.
- Research financial products and market trends.
- Prepare basic reports and track lead activities.
Requirements
- Basic knowledge or interest in Finance and FinTech preferred.
- Robust communication and relationship-building skills.
- Proactive, organized, and eager to learn.
- Immediate joiners preferred.
What We Offer
Versatile schedule
Certificate
Stipend