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Private Wealth Management Intern
April 2019 • Fort Lauderdale, FL
What I liked
Get to deal more with clients and participate in the entire process on in boarding and client upkeep
What I wish was different
There was more analytical skills involved. It’s most of the same after a couple months in. There should be more systematic processes in place for remedial tasks.
Advice
You get to learn a lot about the client and you should get involved in most client calls as possible