Industry: Financial Services
Specialism: Banking / Finance / Insurance - Banking / Financial
Closed- Investment and Financial Management Intern (Internship 3-12 weeks)
- Assist team leader in preparation work for client presentation
- Handle proposals
- Drafting investment plans and financial plans for client appointments
- Analyze and evaluate clients portfolio and provide appropriate solutions or opinion for future plans
- Assist in clients investment planning and act as liason to multiple financial service providers and investment platforms
- Minimum Diploma or A Levels and above
- Required language: english and mandarin to liaise with Mandarin customers
- Keen to learn about investment and financial industry work
- Annual incentive trip
- Quarterly review
- Bonus overseas trips