Wealth Management Internship

Selected intern's day-to-day responsibilities include:

1. Sales support:
- Assist in identifying and generating new sales leads.
- Conduct market research to identify potential clients and business opportunities.
- Participate in sales meetings, presentations, and client calls.
- Assist in the preparation of sales proposals and marketing materials.
- Support the sales team in achieving targets and goals.

2. Client service:
- Provide excellent customer service to existing clients by addressing their inquiries and resolving issues promptly.
- Assist in onboarding new clients, ensuring a smooth and seamless process.
- Maintain accurate and up-to-date client records in the CRM system.
- Coordinate and schedule client meetings and follow-up activities.
- Assist in the preparation of client reports and documentation.

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