Key Responsibilities:
- Sales Skills Development: Learning to prospect, qualify leads, and build client relationships.
- Investment Knowledge: Gaining an understanding of various investment products, market trends, and financial analysis.
- Client Interaction: Potentially assisting with client meetings, portfolio reviews, and providing investment advice.
- Departmental Rotations: Working in different teams (e.g., risk management, trading, operations) to gain a holistic view of the business.
- Administrative Tasks: Assisting with paperwork, data entry, and other tasks to support the sales and investment teams.
- Performance Monitoring: Tracking sales targets, investment performance, and client portfolio growth.
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