Wealth Management Intern

Wealth Management Intern

You’ll gain hands-on experience in client engagement, financial product sales, and portfolio discussions while developing your negotiation and presentation skills.

Key Responsibilities

• Identify and approach potential clients through calls, meetings, and referrals.
• Pitch and promote financial products and wealth management services.
• Assist senior wealth managers in client onboarding and relationship management.
• Maintain and update client databases and lead pipelines.
• Participate in marketing and client engagement campaigns.

Who You Are

• Pursuing or recently completed a degree in

  Finance, Business, Marketing, or Commerce.

• Strong communication and persuasion skills.
• Interest in

  financial markets and client engagement.

• Confident, result-oriented, and self-motivated to achieve targets.
• Comfortable working in a performance-driven environment.

What You’ll Get

• Real-world experience in wealth advisory sales and client management.
• Direct mentorship from experienced financial advisors and sales leaders.

• Performance-based incentives and PPO opportunity.

• Certificate of Internship & Letter of Recommendation.
• Exposure to financial product selling, client retention, and business growth strategy.