Relationship Manager Intern (Mutual Fund)

Responsibilities:

• Assist Relationship Managers in handling client relationships.
• Support customer onboarding and administrative processes.
• Follow up prospective and existing clients.
• Assist in investment product education and client engagement activities.
• Maintain customer database and prepare reports.

Requirements:

• Final year student or fresh graduate from relevant major.
• Interested in investment and financial services industry.
• Strong communication and interpersonal skills.
• Customer-oriented and proactive.
• Proficient in Microsoft Office.
• Able to work in a fast-paced environment.