Praktikant*in im Bereich Wealth Management (m/w/divers)
Core
Support Wealth Managers in the daily operations of wealth management, including client meeting preparation, analysis, and sales/organizational tasks for affluent private and entrepreneur clients.
Role type
Intern in Wealth Management
Builds
Individual financial solutions for private and entrepreneur clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial markets knowledge, Wealth Management interest, Communication, Reliability, Independent work
Responsibilities
Assist Wealth Managers with daily business operations, Prepare client meetings, Conduct financial analysis, Support sales and organizational tasks