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Wealth Advisory / Business Development Intern
ARC Group
Dubai, UAE
Internship
Intern
6 days ago
ResearchAnalytical SkillsCommunicationPresentation SkillsAttention to DetailCRM
Free
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About the Role
ARC Group is seeking a Wealth Advisory / Business Development Intern to support its Wealth Advisory team in the UAE. The intern will assist senior Relationship Managers with client materials, market research, business development activities, and daily team tasks.
Key Skills for This Role
ResearchAnalytical SkillsCommunicationPresentation SkillsAttention to DetailCRM
Responsibilities
- Support the preparation of client presentations and investment materials
- Conduct market, product, company, and prospect research
- Assist with business development activities, including lead research, target lists, and outreach preparation
- Support client pipeline tracking and CRM updates
- Help prepare meeting notes, follow up materials, and internal summaries
- Support onboarding and compliance documentation under supervision
- Coordinate with investment, product, operations, and compliance teams
- Stay updated on financial markets and investment trends
Requirements
- Student or recent graduate in Finance, Economics, Business, Accounting, or a related field
- Strong interest in wealth management, private banking, financial advisory, and business development
- Prior internship or work experience in wealth advisory, financial planning, private banking, or related client facing financial services is an advantage
- Good research, analytical, communication, and presentation skills
- Strong attention to detail and ability to handle confidential client related information professionally
- Fluent English required; Arabic, Mandarin, or other languages are a plus
Full Job Posting
Role Overview
- ARC Group is looking for a Wealth Advisory / Business Development Intern to support its Wealth Advisory team in the UAE.
- This role is suitable for students or recent graduates interested in private banking, wealth management, financial advisory, financial markets, and business development.
- The intern will support senior Relationship Managers with client materials, market research, business development activities, internal coordination, and daily team tasks.
Key Responsibilities
- Support the preparation of client presentations and investment materials.
- Conduct market, product, company, and prospect research.
- Assist with business development activities, including lead research, target lists, and outreach preparation.
- Support client pipeline tracking and CRM updates.
- Help prepare meeting notes, follow up materials, and internal summaries.
- Support onboarding and compliance documentation under supervision.
- Coordinate with investment, product, operations, and compliance teams.
- Stay updated on financial markets and investment trends.
Requirements
- Student or recent graduate in Finance, Economics, Business, Accounting, or a related field.
- Strong interest in wealth management, private banking, financial advisory, and business development.
- Prior internship or work experience in wealth advisory, financial planning, private banking, insurance linked advisory, brokerage, external asset manager (EAM), multi family office, or other client facing financial services platforms is an advantage.
- Good research, analytical, communication, and presentation skills.
- Strong attention to detail and ability to handle confidential client related information professionally.
- Fluent English required; Arabic, Mandarin, or other languages are a plus.
What We Offer
- Exposure to wealth advisory, private banking, and business development.
- Opportunity to work with experienced Relationship Managers.
- Insight into HNW/UHNW client coverage and investment solutions.
- International and entrepreneurial working environment.
- Direct exposure to ARC Group’s broader financial services platform.
- Potential opportunity for longer term employment depending on performance and business needs.
How to Apply
- Apply via LinkedIn or send your CV to careerSH@arc group.com with the subject line: 'Wealth Advisory Intern [Your Name]'
- Applications are reviewed by ARC Group HR. Only shortlisted candidates will be contacted.
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