Selected intern's day-to-day responsibilities include:
Managing Bank accounts and responsible for marketing for mutual funds, insurance, and other bank products
Assisting existing customers, managing insurance accounts, managing customer service
Maintaining knowledge of all insurance and bank products as well as any company-mandated changes or updates
Providing guidance to clients regarding the advantages and disadvantages of investment products
Researched mutual funds, stocks, private placements, and insurance products for clients
Assisting in the creation of financial plans, investment decisions
Communicating directly with clients regarding investment/financial planning decisions, quarterly review scheduling
Managing the Operations for the office including processing all transactions, documenting information and maintaining CRM
Generate and process paper and electronic documents.
Financial Planner Qualifications/Skills:
Comprehensive knowledge of topics related to financial planning
Advanced Microsoft Excel skills
In-depth understanding of the securities industry, including investment and insurance products and services
Self-starter with an entrepreneurial spirit
Results-oriented mindset
Exemplary written and verbal communication skills
Strong interpersonal aptitude
Ability to maintain confidentiality.
Commerce graduate/ MBA in Finance
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