Recommendations on skills or mindsets I should have to excel as a Private Wealth Management Intern?

Recommendations on skills or mindsets I should have to excel as a Private Wealth Management Intern?
2018-07-09T23:06:02Z 1
2018-07-09T23:06:02Z

Private Wealth Management Intern at Barclays

over 2 years ago
Desire to learn about financial markets, attention to detail, and curiosity. In Wealth Management ("WM"), the generic goal is to create custom portfolios which fit the needs of a particular client. Through a desire to learn about financial markets, one can become knowledgeable about financial instruments, market trends, and economic fluctuations. Being knowledgeable about these topics is a wealth manager's responsibility in order to properly serve the client. Through attention to detail & curiosity, one will learn the "in's and out's" of a particular portfolio, give opinions on new ideas, and contribute to maximizing your client's wealth according to their risk preference.
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