Prepare client briefing materials; support roadshows and AGM planning.
Partner with RM and Product on client presentations, territory management, CRM.
Develop and update marketing materials, quarterly presentations, and client reports.
Support production and maintenance of Institutional and Family Capital metrics and reporting.
Contribute to team projects and strategic initiatives on ad hoc basis.

🎯 Requirements

Final-year undergrad or recently completed degree.
Internship in asset management, investment banking, or consulting preferred but not required.
Strong academic track record.
Advanced proficiency in PowerPoint, Excel, and Microsoft Office.
Excellent written and verbal communication skills.
Analytical and creative thinker; able to handle quantitative and qualitative tasks.

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