Management Intern/wealth Manger/Finacial Planners

Company Description

At Invesgate Edge LLP, we are a trusted partner in wealth management and financial planning with over 24 years of combined experience. Our team of seasoned professionals offers tailored, research-driven solutions across a broad spectrum of financial services, including mutual funds, insurance, portfolio management services (PMS), alternative investment funds (AIFs), equity investments, loan and credit solutions, financial planning, and estate planning. We operate out of Alphathum Tower B, Sector 90, Noida, serving clients across India and abroad. Our commitment is to build lasting partnerships based on trust, transparency, and integrity.

Role Description

This is an on-site internship role for a Management Intern /wealth manager /financial planner located in Noida. The Management Intern//wealth manager /financial planner will assist with various aspects of financial planning and wealth management, conduct market research, prepare reports, and support client meetings. The intern will also be involved in data analysis, project coordination, client acquisition,Telecalling, and portfolio management tasks. Emphasis will be placed on learning and development through hands-on experience in handling real-world financial scenarios.

Qualifications

• Proficiency in financial analysis and data management
• Basic understanding of financial planning and wealth management principles
• Excellent communication and interpersonal skills
• Proficiency in Microsoft Office Suite, especially Excel and PowerPoint
• Detail-oriented with strong organizational skills
• Currently pursuing or recently completed a degree in Finance, Economics, Business Administration, or a related field
• Ability to work independently as well as part of a team
• Prior internship or work experience in the financial services industry is a plus
• Digital Marketing .