About Us
Blue Altitude Capital is a Capital Markets Services licensed fund management company specialising in delivering tailored wealth management and investment solutions for high-net-worth individuals, families, and institutions. With a commitment to excellence, we offer a collaborative and dynamic work environment where interns gain hands-on experience and exposure to various aspects of wealth management and client relations.
Job Description
As a Wealth Management Intern, you will assist our team with client services, portfolio management support, and market research. This is an excellent opportunity to gain insight into the wealth management industry, working directly with experienced professionals in a fast-paced environment.
Key Responsibilities
- Client Support: Assist the team with onboarding processes, client queries, and requests, ensuring a seamless client experience.
- Market Research: Conduct research on market trends, investment products, and financial news to support portfolio management and investment strategies.
- Portfolio Reporting: Help prepare and update investment reports, performance summaries, and other materials for client presentations.
- Administrative Tasks: Support the team with document management, data entry, and scheduling of client meetings and follow-ups.
- Compliance Support: Assist with documentation and ensure compliance with internal and regulatory standards in all activities.
Requirements
- Education: Currently pursuing or recently completed a degree in Finance, Business, Economics, or a related field.
- Skills: Proficiency in MS Office (Excel, Word, PowerPoint) and familiarity with financial tools is a plus.
- Analytical Abilities: Strong attention to detail, with the ability to analyze data and interpret trends.
- Communication: Excellent verbal and written communication skills.
- Interpersonal Skills: Team-oriented, with a proactive attitude and a willingness to learn.
- Interest in Wealth Management: Genuine interest in the financial industry and wealth management.
What We Offer
- Hands-On Experience: Exposure to real-world client management, financial analysis, and portfolio support tasks.
- Mentorship: Guidance from experienced professionals in the wealth management industry.
- Career Development: Opportunities to learn about various aspects of fund management and potential career paths in finance.
