Unfortunately, this vacancy is no longer active

Wealth Management

Nationwide | Accountancy jobs | Finance Trainee | Internships | Graduate Internship | Placements | University

Looking for a competent individual to take the post of a wealth manager.

Job description

Wealth Management

Analyze financial information obtained from clients to
determine strategies for meeting clients' financial objectives.

Answer clients' questions about the purposes and details of financial plans and strategies.

Contact clients periodically to determine any changes in
their financial status

Explain to clients the personal financial advisor's
responsibilities and the types of services to be provided.

Guide clients in the gathering of information, such as bank
account records, income tax returns, life and disability insurance records,
pension plans, or wills.

Interview clients to determine their current income,
expenses, insurance coverage, tax status, financial objectives, risk tolerance,
or other information needed to develop a financial plan.


REQUIREMENT

1. Must have a 3.0 or higher grade point average and be at a junior or
senior standing at the start of the internship.


2. This is a paid internship

3. Honesty, integrity and a strong work ethic

4. Must be willing to learn about new technologies

5. Must be a self starter, curious and motivated to find solutions

6. Ability to work independently as well as in a team

7. Excellent communication skills

8. Strong organizational and time management skills as well as

attention to detail

9. Good organizational skills

Stipend very appealling

Further Information

Education Level
University
Location
Shanghai
Type of Contract
Internships, Graduate Internship, Placements
Type of Job
Accountancy
Full UK/EU driving license preferred
No
Car Preferred
No
Must be eligible to work in the EU
No
Cover Letter Required
No
Languages
English

Unfortunately, this vacancy is no longer active

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