
Wealth Investment Remote Externship
Hello there! Are you a driven and ambitious individual with a passion for finance and investments? Look no further, because Marsh & McLennan Companies is seeking a highly motivated individual to join our team as a Wealth Investment Remote Extern. As a global leader in risk, strategy, and people, we are dedicated to helping our clients achieve their financial goals and protect their assets. In this externship, you will have the opportunity to gain hands-on experience in wealth investment strategies while working remotely. This is the perfect opportunity for someone who is eager to learn and grow in a dynamic and fast-paced environment. If you have a strong interest in finance, excellent analytical skills, and a desire to excel, we want to hear from you!
- Conduct research and analysis on various wealth investment strategies.
- Assist in the development and implementation of investment plans for clients.
- Monitor and track market trends and performance to inform investment decisions.
- Collaborate with team members to create presentations and reports for clients.
- Communicate with clients to understand their financial goals and provide recommendations.
- Participate in team meetings and training sessions to enhance knowledge and skills.
- Utilize financial software and tools to analyze and manage investments.
- Ensure compliance with company policies and regulations.
- Keep up-to-date with industry developments and trends.
- Take initiative and suggest new ideas to improve investment strategies.
- Work independently and efficiently to meet deadlines.
- Maintain accurate and organized records of investment activities.
- Adhere to ethical standards and maintain confidentiality.
- Continuously learn and stay informed about the company's products and services.
- Collaborate with other departments and teams to achieve overall company goals.
- Represent the company in a professional and positive manner at all times.
Excellent Communication And Interpersonal Skills
Bachelor's Degree In Finance, Economics, Or A Related Field
Strong Analytical Skills And Ability To Interpret Financial Data
Previous Experience In Wealth Management Or Investment Advisory
Familiarity With Investment Software And Tools Such As Bloomberg Or Morningstar.
Risk Management
Financial Analysis
Financial Planning
Market Research
Investment Strategy
Portfolio Management
wealth management
Asset allocation
Wealth planning
Investment Analysis
quantitative
Asset Valuation
Communication
Conflict Resolution
Customer Service
Emotional Intelligence
Leadership
Time management
creativity
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Wealth Investment Remote Externship in Los Angeles, CA, USA is $50,000 to $80,000 per year. This range may vary depending on factors such as the company, experience level, and specific job responsibilities.
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Marsh & McLennan Companies, Inc. is a global professional services firm, headquartered in New York City with businesses in insurance brokerage, risk management, reinsurance services, talent management, investment advisory, and management consulting.

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