About the role
AI summarisedWealth Advisor Intern role at StashAway in Singapore, Singapore.
Wealth ManagementOnsiteWealth Advisory
Key Responsibilities
- Working closely with Wealth Advisors and Country Managers in their work to support our High-Net-Worth clients.
- Keeping close contact with the Investment team to understand the way in which the StashAway portfolios are being managed.
- Assist Wealth Advisors with other related matters such as updating factsheets and portfolio analysis and reviews.
- Maintaining operational tasks related to wealth management and Reserve.
Requirements
Requirements were not listed in the extracted data for this post.