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2411

Wealth Management firm that's empowering individuals to achieve financial success and security.

We are seeking a driven and enthusiastic Wealth Management Intern to join our team and gain hands-on experience in the field of private wealth management.
February 13, 2024
Tokyo
Finance
Japanese: Not needed

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Apply for this internship and hear back from us within 24 hours!

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Questions?

Contact us

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Internship Description

About Us

At our firm, we believe in empowering individuals to achieve financial success and security. Based in Tokyo, Japan, our firm is dedicated to providing comprehensive wealth management solutions tailored to our clients' unique financial goals and aspirations. With a team of experienced financial advisors and a commitment to excellence, we strive to deliver personalized service and innovative strategies to help our clients build and preserve wealth for generations to come.

Job Description

We are seeking a driven and enthusiastic Wealth Management Intern to join our team and gain hands-on experience in the field of private wealth management. The intern will work closely with our seasoned advisors to support client relationships, conduct financial analysis, and develop customized investment plans. This internship offers a unique opportunity to learn from industry professionals, engage with high-net-worth individuals, and contribute to the success of our firm.

Key Responsibilities:

  • Assist in the development and implementation of comprehensive wealth management plans for clients, including investment allocation, retirement planning, and estate planning.
  • Conduct financial analysis and research on investment opportunities, market trends, and economic indicators.
  • Prepare client presentations and investment proposals to communicate recommended strategies and solutions.
  • Collaborate with internal teams, including portfolio management, financial planning, and client services, to deliver exceptional service and support to clients.
  • Participate in client meetings and presentations to gain exposure to the wealth management process and client relationship management.

Requirements:

  • Currently enrolled in a finance, economics, or related degree program, with a strong academic record.
  • Passion for finance and wealth management, with a desire to learn and grow in the industry.
  • Strong analytical and quantitative skills, with proficiency in Excel and financial modeling.
  • Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
  • Detail-oriented and organized, with the ability to manage multiple tasks and deadlines effectively.

Apply now