Financial Advisor Intern
AIA Group
03.2025 - 05.2025
- Served as a liaison between clients and other departments such as operations, trading desk personnel, and compliance officers.
- Participated in ongoing professional development activities to stay current on industry trends and best practices in financial advising.
- Assisted in preparing monthly account statements reflecting accurate balances and transactions for each client''s portfolio.
- Supported clients through major life events by adjusting their financial plans accordingly, ensuring long-term stability and success.
