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

1. Communicate with the clients
2. Assist in developing and implementing financial plans for clients
3. Support advisors in client meetings, taking notes, and preparing necessary documents
4. Monitor market trends and provide regular updates to clients and the team
5. Collaborate with the team to develop personalized investment strategies for clients
6. Assist in the preparation of investment proposals and reports
7. Maintain accurate and up-to-date client records, ensuring confidentiality at all times

Skill(s) required

Financial literacy

Financial Modeling

Stock Trading

Who can apply

Only those candidates can apply who:

1. are available for full time (in-office) internship

2. have relevant skills and interests

Perks

Certificate

Letter of recommendation

Flexible work hours