Wealth Advisory Professional
2 months ago
StashAway is seeking a highly motivated and detail-oriented Wealth Advisory Intern to support our Wealth Advisory Team in delivering exceptional client experiences.
This role will involve working closely with Wealth Advisors and Country Managers to support High-Net-Worth clients and StashAway Reserve stakeholders. Key responsibilities include:
- Providing administrative support to Wealth Advisors and Country Managers.
- Assisting with operational tasks related to wealth management and Reserve.
- Collaborating with the Investment team to understand portfolio management strategies.
- Updating factsheets and portfolio analysis and reviews.
- Supporting projects initiated by the Wealth Advisory Team and Reserve stakeholders.
Requirements:
- Currently pursuing a degree or recent graduate in a Finance-related field.
- Strong interest in Wealth Management, Financial Planning, and/or Financial Markets.
- Excellent communication and organizational skills.
- Proficient in Excel and Word.
- Ability to work effectively in a team environment.
Benefits:
- Employee financial well-being.
- Management fee discount.
- Quarterly team bonding budget.
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