Financial Intern

Job Scope Research & Analysis Assist in analyzing financial data to forecast future trends.
Study market dynamics, competitors, and latest industry trends.
Prepare reports summarizing findings for senior consultants.
Client Interaction & Support Assist consultants during client meetings.
Help prepare client presentations and financial models.
Handle preliminary client queries under supervision.
Operational Assistance Support in day-to-day administrative tasks, including data entry, appointment scheduling, and follow-ups.
Learn and use company-specific software and tools.
Financial Planning Development  Work with consultants to draft preliminary financial plans.
Participate in internal review sessions to refine planning strategies.
Team Collaboration & Meetings Attend team meetings, workshops, and training sessions.
Collaborate with different departments for interdisciplinary projects.
Marketing & Outreach Assist in creating content for social media platforms and company website.
Participate in outreach programs, workshops, or webinars.
Continuous Learning Attend in-house training sessions and workshops on financial planning, client interaction, and other relevant topics.
Be proactive in seeking feedback and implementing it for personal growth.
Compliance & Regulation Learn about industry-specific regulations and ensure all work is compliant.
Assist the compliance team in routine checks and documentation.
Community Engagement Represent WISH Team in university fairs or at other public platforms.
Participate in community service or corporate social responsibility initiatives undertaken by WISH Team.
Final Project/Presentation At the end of the internship, consolidate learning and experiences into a presentation or project, showcasing insights, challenges faced, and skills acquired during the tenure.
The above job scope offers the intern a rounded experience, from technical aspects of financial planning to client handling, team collaboration, and community engagement.
Always ensure that the intern is well-supervised, mentored, and receives regular feedback to make the most of their time at Wish  Team.