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 of presentations. Additionally, you will contribute to business development initiatives and lead management activities.

Key Responsibilities:

Business development and prospecting via email, calls, and social media to arrange introductory sessions.

Follow up with clients and prospects, ensuring a streamlined communication process and 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.