About the role
As a Wealth Management Executive, you will support the wealth management team in preparing financial plans and investment strategies for clients. Daily tasks will include gathering client information, analyzing financial statements, and assisting in the development of investment portfolios. This part-time position is perfect for individuals looking to start their career in finance and gain valuable experience in a supportive environment.
What you'll do
- Support the wealth management team.
- Gather and analyze client financial information.
- Assist in preparing investment strategies.
- Maintain client records and ensure data accuracy.
What you'll need
- Bachelor's degree in finance, economics, or a related field.
- 1-3 years of experience in finance or investment management.
- Strong analytical skills.
Skills
Analytical thinking.
Communication and interpersonal skills.
Basic understanding of investment principles.
Good to have
Familiarity with financial planning software.
Previous internship experience in finance.
Benefits
- Flexible work schedule.
- Opportunity to learn from experienced professionals.
- Potential for full-time employment in the future.
Interested in this role?
It takes about two minutes. Free to apply — IJNM never asks candidates for money.
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Questions about this job
What will my daily responsibilities be?
You will assist in preparing financial plans and analyzing client portfolios.
What qualifications are required?
A degree in finance or related field is preferred, along with 1-3 years of experience.
What is the work schedule like?
This is a part-time role with flexible hours.
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