Wealth Management Intern-Noida Scripbox

About Scripbox

Job Description

As a Wealth Management Intern at our organization, you will play a crucial role in supporting client research, business development, prospecting, follow-up, and organizing sessions. Your responsibilities will include engaging with potential clients, scheduling meetings, assisting in presentation preparation, contributing to business development initiatives, and leading management activities. You will be responsible for business development and prospecting through various channels such as email, calls, and social media to arrange introductory sessions. Additionally, you will follow up with clients and prospects to ensure smooth communication and timely scheduling of meetings. You will also assist in preparing presentations for client meetings and internal reporting, as well as organize and coordinate client sessions and business meetings. To excel in this role, you should be currently pursuing or have completed an undergraduate degree and possess a strong desire to learn and grow within the wealth management sector. Excellent verbal and written communication skills are essential, along with proficiency in PowerPoint and social media engagement. Being highly organized, proactive, and detail-oriented will be key to your success in this position. As a Wealth Management Intern, you will benefit from mentorship and guidance from industry professionals, networking opportunities within the wealth management sector, and valuable learning and development experiences through hands-on involvement in various projects and initiatives.,