Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. In addition, this role provides will writing for clients to plan for their legacy.

We are seeking for an energetic, responsible intern to join our growing organization. In this position, you will be expected to learn the ins-and-outs of our daily routines and procedures. In addition, you get to improve on your self-discipline, develop persuasion and communicative skills.

You will be part of the team to execute the project activities of this transformation program and conduct research to quantify business opportunities and issues. This role required you to identify business opportunities by identifying prospects and evaluating their position in the industry. in addition, responsibilities included selling products by establishing contact and developing relationships with prospects and recommending solutions.