Wealth Management Intern

Key Responsibilities:

● Assist in preparing investment proposals, portfolio summaries, and financial plans for clients.

● Conduct research on market trends, mutual funds, equities, and other investment instruments.

● Support relationship managers in client onboarding, documentation, and account management.

● Update and maintain client data, investment records, and CRM systems.

● Participate in meetings and help create presentations or reports for client reviews.

● Analyze financial statements and assist in risk profiling of clients.

● Coordinate with cross-functional teams for seamless client servicing.

● Stay updated on current market news, regulatory changes, and financial products.

Qualifications & Skills:

● Pursuing or recently completed a degree in Finance, Commerce, Economics, or Business

Administration.

● Strong analytical and numerical ability.

● Proficiency in MS Excel, PowerPoint, and basic financial modeling.

● Good communication and presentation skills.

● Detail-oriented, eager to learn, and proactive in approach.

What You’ll Gain:

● Exposure to real-world wealth management practices and client engagement.

● Mentorship from experienced financial advisors.

● Opportunity to understand investment products, portfolio diversification, and financial planning.

● Potential for full-time placement based on performance.

Job Types: Internship, Contractual / Temporary
Contract length: 4 months

Pay: ₹8,000.00 - ₹10,000.00 per month

Work Location: In person