Wealth Management Associate

KijiJobs · recruiting for a confidential client

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Listing updated

Pay
₹15,000–25,000 a month
Location
Bareilly, Uttar Pradesh
Work mode
On-site
Job type
Internship
Experience
Up to 2 yrs
Category
Wealth Management

An exciting internship opportunity for Wealth Management Associates is available in Bareilly. Ideal for recent graduates eager to learn and grow in finance.

Apply now

About the role

As a Wealth Management Associate intern, you will assist senior advisors in managing client portfolios and providing financial advice. Your responsibilities will include conducting market research, preparing financial plans, and assisting in client communication.

This internship is perfect for recent graduates with a keen interest in wealth management and finance. The hiring company provides a supportive learning environment with mentorship from experienced professionals, giving you the chance to gain hands-on experience in the finance industry.

What you'll do

  • Assist in managing client portfolios
  • Conduct market research and analysis
  • Prepare financial plans and reports
  • Support client communication and meetings

What you'll need

  • Degree in finance or related field (recent graduates welcome)
  • Interest in wealth management
  • Strong analytical skills

Skills

Basic financial analysis skills Good communication skills Willingness to learn

Good to have

Knowledge of investment products Familiarity with financial planning software

Benefits

  • Hands-on experience in finance
  • Mentorship from experienced professionals
  • Opportunity for full-time employment after internship

Interested in this role?

It takes about two minutes. Free to apply — KijiJobs never asks candidates for money.

Apply now

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Questions about this job

What will be my main duties as a Wealth Management Associate intern?
You will assist with market research, financial planning, and client communication.
What qualifications do I need to apply?
Click "Apply Now" on this page to apply through KijiJobs. KijiJobs is recruiting for this role on behalf of a client employer.
Is this internship paid?
Yes, the internship offers a stipend ranging from INR 15,000 to INR 25,000 per month.
How long is the internship period?
The duration of the internship is typically 6 months.
How do I apply for this internship?
Click "Apply Now" on this page to apply through KijiJobs. KijiJobs is recruiting for this role on behalf of a client employer.

Listing last updated

Wealth Management Associate

₹15,000–25,000 a month

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