Investment & Client Advisory Graduate Intern
eFinancialCareersManama, Bahrainمنذ يوم 1
الوصف الوظيفيGraduate-level investment analysis, portfolio management, and financial reporting Strong client relationship management and professional communication Financial research and advisory support for high-net-worth clients Exposure to cross-functional operations in a financial investment context, including business development and marketing
Investment & Client Advisory Graduate Intern
Key Responsibilities & Learning Areas :
- Assisted in investment management by performing financial analysis, conducting market research, and evaluating portfolio performance to support client investment strategies.
- Conducted investor profiling and needs assessments, analyzing client financial situations, risk tolerance, investment goals, and time horizons to inform personalized financial recommendations.
- Supported relationship management efforts by participating in client meetings, preparing follow-up materials, and maintaining consistent, professional communication to ensure client satisfaction and engagement.
- Gained exposure to key areas of the business through rotational assignments in business development, client servicing, marketing, and control functions, broadening knowledge of operational processes in financial services.
- Assisted in preparing presentations and financial reports, helping senior advisors deliver tailored investment advice and recommendations to clients.
Skills Developed :
إنشاء تنبيه وظيفي لهذا البحث
Client • Manama, Bahrain