
Financial Services Trainee
6 days ago
This is a paid internship offering hands-on experience in client servicing and wealth management.
It provides a strong possibility of a full-time role based on performance.
You will support various operational functions, gain exposure to the wealth management industry, and develop skills in finance, communication, and tools used in the financial advisory space.
Key Responsibilities- Assist with documentation processes, customer communication, and service delivery
- Support back-office coordination and day-to-day tasks
- Learn and work on Excel, CRM tools, and other financial platforms
- Collaborate with the team and contribute to ongoing projects as needed
- Strong willingness to learn and grow in the financial services industry
- Good communication skills (written and verbal)
- Basic understanding of financial concepts is a plus
- Readiness to take on multiple roles and responsibilities in a dynamic environment
- Commitment to completing mandatory certifications as per regulatory requirements
- Bachelor's degree in Finance, Business, or related field
This internship offers an excellent learning platform for those looking to build a career in wealth management. High-performing candidates may be offered a full-time role upon successful completion.
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