Investment Intern

Key Responsibilities • Learn portfolio construction and asset allocation strategies • Analyse global financial markets and investment trends • Assist in designing investment solutions for clients • Support senior advisers in portfolio reviews and client servicing • Participate in client meetings and investment discussions • Build relationships with new clients through networking and referrals • Develop knowledge across investment funds, equities, fixed income, and structured solutions • Stay updated on macroeconomic developments and market movements Training & Development Trainees will receive structured development including: • Investment fundamentals and portfolio construction • Financial market analysis • Client advisory and relationship management • Sales and communication skills • Estate and wealth planning concepts • Licensing preparation (CMFAS modules)