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.
You'll be responsible for
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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
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Investment knowledge
Demonstrated understanding of investment principles and financial markets.View
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Research and reporting skills
Experience compiling research and preparing formal investment recommendations.View
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Team collaboration
Proven ability to work effectively in a team-oriented environment.View
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