Intern

Roles and responsibilities

• Assist senior advisors in developing and implementing financial plans for clients.
• Conduct market research to support investment strategies.
• Assist in preparing financial reports and presentations.
• Maintain up-to-date knowledge of financial products, markets, and regulations.

• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).
• High level of attention to detail and accuracy.
• Ability to work individually and in a team environment, fast-paced deadline-oriented environment.
• Eagerness to learn.