to join our growing team. This internship is ideal for recent graduates who are passionate about data, finance, and client service and who are looking to gain real-world experience in the financial advisory industry.
Key Responsibilities
Support financial advisors in preparing client financial plans, investments, and insurance proposals
Collect, organise, and analyse client financial data and documentation
Assist in preparing portfolio performance reports and client progress summaries
Conduct market and product research to support investment and insurance recommendations
Help prepare client presentations and business development materials
Review financial products and policy terms to compare options for clients
Coordinate with external partners when needed.
Requirements
Bachelor's degree in
Finance, Business, Accounting,
or related field
0-1 year of experience ( Freshers are also encouraged to apply)
Proficient in
Excel
; familiarity with financial analysis or reporting tools is an advantage
Strong analytical and problem-solving skills
Organized, reliable, and eager to learn in a fast-paced environment
Interest in
sales, client servicing, and financial planning.
Why Join Us
Hands-on experience working alongside an experienced financial advisor.
Exposure across wealth management, insurance, real estate, and investment planning
Opportunity to learn in a supportive and collaborative team environment.
Potential for full-time employment
upon successful internship completion
Convenient office location next to BurJuman Mall
Job Type: Internship
Contract length: 6 months
Pay: AED1,500.00 - AED2,500.00 per month
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