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Wealth Manager Assistance Internship in Pune

0 years

0 Lacs

Pune Maharashtra India

Posted:1 month ago| Platform: Linkedin logo

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Skills Required

workflow portfolio management research

Work Mode

On-site

Job Type

Internship

Job Description

Selected Intern's Day-to-day Responsibilities Include

  • Managing and maintaining records
  • Assisting in coordinating financial and nonfinancial transactions
  • Coordinating and completing client registrations
  • Maintaining and documenting workflow processes
  • Mentorship from experienced financial advisors

Note

  • Insight into portfolio management, research, and client servicing
  • A chance to work in a professional and dynamic environment
About Company: We are a wealth management firm that deals with products like mutual funds, fixed deposits, bonds & insurance that work with individuals, trust & companies as clients.

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Sylwen Investments

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