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Wealth Management Internship

MWC Group
 Valletta, Malta
Internship, Finance/Accounting, English

Job Description:

A hands-on role as part of our administration/investment operations/client servicing team based in Malta, providing support to our Swiss based consultants and clients. Following a short induction session and meeting your mentor/s, who will be guiding you throughout your time with us, you will be given full responsibility for a set of tasks. This allows you to develop your practical and professional skills while gaining an excellent insight into the business.

You will be responsible for:

• Assisting asset management team with buy-sell execution processes and FX transactions 
• Monitoring and re-balancing clients’ portfolios according to their risk-profile parameters
• Creating and reporting monthly trailer commission statements to mutual funds
• Creating financial planning reports
• Reviewing and updating the ‘Investment Universe’ based on high conviction strategies of the firm
• Analysing factsheets and research documents for a variety of mutual funds, ETFs, individual stocks and structured securities
• Monthly and quarterly reporting of macro-economic and financial market indicators
• Modelling and organizing large financial data sets
• Working on business projects, preparing reports and creating presentation materials within the company brand guidelines
• Liaising with different financial institutions and partners of the company
• Perform simple client account administration tasks
• General bookkeeping
• Keeping clients' records up-to-date in different CRM's
• Generating offers in various insurance quotation systems
• Other administrative tasks that may be required. More complex tasks may be given as ability to perform them increases

Candidate Requirements:

The ideal candidate: 
Is well organized, thorough, pays attention to detail, can work independently and enjoys a fast-paced environment. Fully fluent in English, both oral, written and able to communicate clearly. Additionally, a basic level of French, German, Spanish or Italian is desirable. Advanced user of Microsoft Office programs, particularly excel and the internet is a must.  The candidate will have initiative, contribute ideas and be positive.

Source: Company
Posted on: 30 Apr 2020
Type of job: Internship
Industry: Banking / Finance
Job starts on: As soon as possible
Languages: English (fluent)
Study areas: Accountancy, Actuarial Science, Artificial Intelligence, Banking, Business Studies, Computer Science / IT, Economics, Financial Management, Hospitality - Catering / Hotel Management, Industrial Relations and Personnel Management, Informatics, Management Information Systems, Management Science, Marketing and Sales Management, Mathematics, Secretarial Studies, Statistics, Tourism
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