E&P Financial Group8 jobs

2026/27 Summer Internship Program – Private Wealth Management

InternContractHybridMelbourne VIC, AustraliaPosted 5 days agoVerified 18 hours ago
Pending fitX of Y criteria met

About the job

This internship offers aspiring finance and wealth management professionals a unique opportunity to gain real-world experience with E&P Financial Group, a leading Australian financial services firm. Interns will be immersed in a supportive environment, working alongside experienced professionals who are dedicated to client success. The program is designed to provide valuable training and mentorship, setting the stage for a successful career in private wealth management.

Meet the team

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You'll be responsible for

📋

Supporting advisers and associates

Compiling research, preparing formal investment recommendations, and assisting in client meeting preparations.
📄

Client reporting and administration

Preparing meeting documents, managing client documentation, and completing paperwork.
📚

Knowledge building and training

Developing investment knowledge and gaining hands-on experience with key financial platforms.

Key criteria

📊

Investment knowledge

Demonstrated understanding of investment principles and financial markets.

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📝

Research and reporting skills

Experience compiling research and preparing formal investment recommendations.

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🤝

Team collaboration

Proven ability to work effectively in a team-oriented environment.

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A meaningful career starts with a match

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Apply on E&P Financial Group
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5 criteria for this job
Investment knowledge
Demonstrated understanding of investment principles and financial markets.

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Research and reporting skills
Experience compiling research and preparing formal investment recommendations.

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Team collaboration
Proven ability to work effectively in a team-oriented environment.

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Attention to detail
Demonstrated meticulousness in managing client documentation and paperwork.

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Communication skills
Strong verbal and written communication skills for client interactions.

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This internship offers aspiring finance and wealth management professionals a fantastic opportunity to gain real-world experience with E&P Financial Group, a leading Australian financial services firm. Interns will be embedded within experienced teams, receiving mentorship and training to launch their careers in private wealth management. The collaborative and supportive environment fosters personal and professional growth, making it an ideal starting point for a long-term career.