Wealth Dynamix – Business Intern

Company
Wealth Dynamix
wealth-dynamix.com
Designation
Business Intern
Date Listed
19 Mar 2019
Job Type
Entry Level / Junior Executive
Intern/TS
Job Period
Immediate Start, For At Least 3 Months
Profession
Banking / Finance
Industry
Computer and IT
Location Name
2nd Floor City House, 36 Robinson Road
Allowance / Remuneration
$800 - 1,000 monthly
Company Profile

Wealth Dynamix (WDX) is a multi-award winning wealth management technology company. Headquartered in London with regional offices in Zurich, New York and Singapore, our solutions are fast becoming the global standard for client lifecycle management at the world's leading private banks and wealth management firms.
Leveraging Microsoft’s industry leading Dynamics 365 platform, WDX helps institutions effect strategic digital transformation programs, assisting them in better managing and servicing their clients, whilst ensuring efficient and comprehensive regulatory adherence.
Our innovative and robust technology addresses key industry challenges that arise from the complex requirements of client acquisition and on-boarding, regulatory compliance, relationship management, client servicing, business intelligence and digital engagement (for both client and advisor).
In addition to winning a wide range of global industry accolades, in 2018 WDX has been named the 2nd fastest growing financial technology company in UK (Financial Times FT Future 100), and 5th fastest growing financial technology company in Europe in 2018 (Financial Times FT 1000). We have recently been awarded a prestigious award in Asia by Asian Private Banker for Best Integrated Front Office Solution.

Job Description

Responsibilities:

- Perform market analysis and research on competitors.
- Identify business opportunities and supports sales team in customer prospecting across APAC.
- Work with technical sales team in building sales pitches, proposals and project scoping.
- Potential involvement in new technology product scoping and functionality documents.

Skills:

- Candidate is motivated and able to demonstrate a positive level of initiative.
- Strong desire to learn along with professional drive.
- Keen interest in the wealth management industry.
- Analytical skills and high level of detail.
- Excellent verbal and written communication skills.
- Excellent knowledge of Microsoft Office, especially Powerpoint
- Currently enrolled in degree related to business/finance/wealth management

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