Developing Wealth Management Solutions Strategy for Gen Z (RBC Mentor)
Title: Developing Wealth Management Solutions Strategy for Gen Z
Mentor: , Analyst - North American Equities, RBC
Dates: March 21/23/28/30, April 4/6/11/13/18/20/25/27, 2023
Time: Tues/Thurs, 6:00-8:00pm EDT
Project Content:
As Gen Zs begin to take a more active involvement in wealth generation and growth, RBC Wealth Management is looking to tailor a suite of services to this segment. Students will analyze the changing dynamics in the market and identify needs and investment appetite of Gen Zs. The final presentation and recommendation will help guide how RBC should approach the Gen Z client segment and meet their needs and requirements, including environmental, social, and governance (ESG) and Impact Investing components.
Application Deadline: Tuesday, March 7, 2023
Application Form: N/A