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Wealth Management Administration - leading to possibility of full time employment

Placement Type: Paid Internship (400-500hrs)

Placement Description:

A hands-on role as part of our administration team providing support to our Swiss based consultants and clients. Following a short induction session and meeting your mentor, who will be guiding you throughout your time with us, you will be given full responsibility for a set of task. This allows you to develop your practical and professional skills while gaining an excellent insight into the business. You will be responsible for keeping clients' records up-to-date in different CRM's, generating offers in various insurance quotation systems, perform simple client account administration tasks, receiving and circulating correspondence, performing office duties including filing documents, scanning and photocopying, general bookkeeping, other administrative tasks that may be required. More complex tasks may be given as ability to perform them increases. The internship will be based in Malta.

Skills Gained and Learning Opportunities:

You will have the opportunity to get a good understanding of a wide variety of aspects in the context of wealth management, asset management and personal financial planning such as insurance, tax, inheritance planning. Additionally, you will gain a lot of experience that will prepare you for being successful in a professional environment: Organisational skills: learning how to prioritize in a fast paced environment managing e-mail and following up taking full ownership of individual tasks and following through to completion Communication skills: communicate with business partners and stakeholders effective collaboration within the team cultural awareness IT skills Navigating through and keeping client data updated in different CRM's On-line document collaboration and archiving Using different insurance quotation software.

Total Number of Hours: 400-500 hours

Period of Placement: (If Start Date/End Date are blank, the Placement is "open")

Start Date:
End Date:

Remuneration: Paid internship

Requirements:

The ideal candidate is well organized, thorough, pays attention to detail, can work independently and enjoys a fast paced environment. Proficient in English, both oral and written. Additionally, a basic level of French, German or Italian is desirable. Advanced user of Microsoft Office programs and the internet.

Other Qualities:

We enjoy working with people who can think for themselves, contribute ideas and are positive.

Host Organisation Name: MWC Group

Host Organisation Description:

Manentia Wealth Consulting Group (MWC Group) provides specialist advice to the HNW international community based in Switzerland and spread around the world. Our asset management is done via a strategic partnership with a well-known Swiss based global private bank. Our services go above and beyond asset management and include, tax advice, insurance provision, legal, wills, mortgages and pensions. You can find more about us on www.mwcgroup.ch

Host Organisation Address:

Discussed during interview.

Name of Contact Person at Host Organisation: Flory Stroe

Phone Number: 99716048


Selection of Candidate: Best candidate


When you click on APPLY for this placement you will be directed to an email message which you may edit as your cover letter. Before sending the email, do not forget to go through the following checklist:

  1. Edit the email as your covering letter or attach your covering letter
  2. Attach your CV
  3. Ensure that the email is sent directly to the email of the ‘Host Organisation Contact Person’
  4. Keep the DegreePlus Office in copy (placements.degreeplus@um.edu.mt) in the application email, and
  5. You are also to keep the DegreePlus Office informed of any positive feedback received from the Host Organisation.

 


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