My Money Managment jobs - Finance

We are financial architects who support our clients in meeting their short and long term financial goals, continuity of income and legacy planning. We follow a unique process of understanding your relationship with money and support you to fulfill your financial dreams. Our process of financial planning involves using the art of asset allocation &amp; portfolio rebalancing.<br>

Selected intern's day-to-day responsibilities include:

1. Working on goal setting and mapping in wealth management
2. Creating financial plans in MS-Excel
3. Coordinating with back end team for data management and entry

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