Intern - Regional Wealth Management
Core
Support the Head of Wealth Products and Investments in strategy, growth planning, and management deck preparation.
Role type
Intern, Wealth Management
Builds
Management decks, strategy and growth plans for the Wealth Products and Investments team
Domain
Financial Services, Wealth Management
Deliverable
dashboards & analysis
Required skills
Strategic planning, deck preparation, team support
Responsibilities
Support Head of Wealth Products and Investments, understand team structure, prepare management decks, assist in strategy and growth plans