We are seeking a highly motivated Wealth Management Intern to support in client research,business development, prospecting, follow-up, and organizing sessions. The role will require you to engage with potential clients, schedule meetings, and assist in the preparation ofpresentations. Additionally, you will contribute to business development initiatives and leadmanagement activities.

Key Responsibilities:

Business development and prospecting via email, calls, and social media to arrangeintroductory sessions.
Follow up with clients and prospects, ensuring a streamlined communication processand timely scheduling of meetings.
Assist in the preparation of presentations for client meetings and internal reporting.
Organize and coordinate client sessions and business meetings.
Develop strategies and business development initiatives.

Requirements:

Education: Currently pursuing or having completed an undergraduate degree.
Strong desire to learn and grow within the wealth management sector.

Key Skills:

Excellent verbal and written communication abilities.
Proficiency in PowerPoint and social media engagement.
Highly organized, proactive, and detail-oriented.

Benefits:

Mentorship and guidance from industry professionals.
Networking opportunities within the wealth management sector.
Learning and development through hands-on experience.

More Jobs at Thinci

Intern

Kochi, Chennai

Experience: Not specified

INR 1 - 3 Lacs

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