EIR intern(Wealth Management)

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Role summary

You’re a stock-market enthusiast who can turn research into clear advice and high-quality content for high-net-worth individuals (HNIs). You’ll research mutual funds and stocks, help build personalised financial plans, follow and convert leads, and onboard clients — all while creating content that builds trust with wealthy clients.

Key responsibilities

Research & analysis:

Create concise, evidence-based research notes on stocks and mutual funds tailored for HNIs.

Maintain watchlists and monthly/quarterly performance briefs for assigned sectors/clients.

Content for HNIs:

Produce thought-leadership pieces, client newsletters, short video scripts, and advisory notes focused on HNI concerns (tax efficiency, wealth preservation, alternative ideas).

Convert technical analysis into 1-page briefs and 2–3 min explainer scripts.

Lead follow-up & conversion:

Follow leads from marketing and advisers, qualify them, and set up discovery calls.

Track conversations in CRM and move prospects through the funnel.

Financial planning & onboarding:

Help draft simple financial plans (goals, risk appetite, product recommendations) under supervision.

Assist with KYC, account setup and first-trade execution; ensure a smooth handoff to relationship managers.

Collaboration & admin:

Work closely with RM, marketing and compliance to ensure content and advice meet internal & regulatory standards.

Keep up-to-date trackers (portfolio snapshots, onboarding status, lead pipeline).

Required skills & attributes

Strong interest in equity markets; basic to intermediate knowledge of stocks, mutual funds and portfolio concepts.

Good written & verbal communication — able to explain complex ideas simply.

Comfortable with Excel and basic valuation metrics (P/E, growth, AUM, expense ratio).

Comfortable working under supervision and following compliance rules.

Nice-to-have

Prior internship or project experience in wealth management, broking, fintech, or finance content creation.

Familiarity with financial planning frameworks (goal-based investing) and tax implications for investments.

Basic video scriptwriting experience for short explainer videos.

What we offer

Hands-on experience working with HNIs and senior wealth managers.

Mentorship from EIR / Head of Wealth; real client exposure.

Opportunity to convert to full-time based on performance.