job description
Are you a finance student eager to gain hands-on experience in the dynamic world of wealth management and financial consulting? VERA WEALTH CONSULTANCY is offering an exclusive internship opportunity in Bali, designed to equip you with real-world skills, industry insights, and professional growth in a supportive, fast-paced environment.
As a leading name in banking and financial services, we provide tailored solutions to high-net-worth clients, businesses, and investors. This internship is your gateway to understanding portfolio management, financial planning, market analysis, and client advisory—all while immersing yourself in Bali’s vibrant professional and cultural landscape.
Join us and turn your academic knowledge into practical expertise under the mentorship of seasoned finance professionals. Whether you're analyzing market trends, assisting with client reports, or contributing to strategic financial plans, you’ll play a meaningful role in our mission to deliver excellence in wealth consultancy.
Responsibility
- Assist in preparing financial reports, market analyses, and investment summaries for clients and internal stakeholders.
- Support senior consultants in portfolio reviews, risk assessments, and asset allocation strategies.
- Conduct research on economic trends, industry developments, and competitive landscapes to inform decision-making.
- Participate in client meetings, taking detailed notes and following up on action items.
- Help maintain and update financial databases, CRM systems, and client records with accuracy.
- Collaborate with team members to develop presentations, proposals, and marketing materials for potential clients.
- Attend training sessions and workshops to enhance your technical and soft skills in finance.
- Contribute to ad-hoc projects and initiatives that drive operational efficiency and client satisfaction.
Qualifications
- Currently enrolled in a Bachelor’s or Master’s degree in Finance, Economics, Accounting, or a related field.
- Strong analytical and numerical skills, with a keen eye for detail.
- Proficiency in Microsoft Excel, PowerPoint, and financial modeling tools (e.g., Bloomberg, Reuters).
- Excellent written and verbal communication skills in English; additional languages are a plus.
- Ability to work independently and collaboratively in a fast-paced environment.
- Passion for finance, investments, and wealth management with a desire to learn and grow.
- Prior internship or project experience in finance, banking, or consulting is advantageous.
- Strong ethical standards and confidentiality in handling sensitive financial information.