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Intern-WM

Employer
CFA Institute India Pvt Ltd
Location
Mumbai, Konkan (IN)
Salary
Standard internship payment
Closing date
Jun 18, 2019

View more

Job Function
Wealth Management
Industry Sector
Private Wealth Management Firm
Certifications
Passed CFA Level II
Employment Type
Full Time
Education
Bachelors

Two internship opportunities with CFA Society India. Work involves researching and developing wealth management tool-set, working closely with industry leaders and providing coordination inputs.

Duties include:

1.    To prepare a sample of financial intermediaries across Banks, National Distributors, Regional Distributors, IFAs & RIAs
2.    To prepare a comprehensive questionnaire on the process followed in making investment recommendations
3.    To survey the firms and individuals through face to face interviews
4.    Match the findings with global best practices
5.    Identify gaps with the best practices prevalent
6.    Suggest recommendations
7.    Make a presentation to Advocacy Committee at Country & Region level

 

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