Wealth Management Associate

KijiJobs · recruiting for a confidential client

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Listing updated

Pay
₹15,000–25,000 a month
Location
Navi Mumbai, Maharashtra
Work mode
On-site
Job type
Internship
Experience
0–1 yr
Category
Wealth Management

Seeking a motivated Wealth Management Associate intern to support financial advisors in managing client portfolios.

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About the role

As a Wealth Management Associate intern, you will assist financial advisors in managing client portfolios and providing investment strategies. Your role will involve conducting market research, preparing reports, and engaging with clients to understand their financial goals. This internship is ideal for recent graduates interested in finance and investments. You will gain hands-on experience in a dynamic environment, with mentorship from experienced professionals.

What you'll do

  • Assist in managing client portfolios
  • Conduct market research and analysis
  • Prepare reports for financial advisors
  • Engage with clients to understand their needs

What you'll need

  • Bachelor's degree in finance or related field (or pursuing)
  • Strong interest in wealth management and investments
  • Excellent communication and analytical skills

Skills

Strong analytical skills Attention to detail Proficiency in Microsoft Excel

Good to have

Knowledge of investment products Customer service experience

Benefits

  • Hands-on experience in wealth management
  • Mentorship from experienced professionals
  • Networking opportunities

Interested in this role?

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

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Questions about this job

What will my responsibilities be as a Wealth Management Associate?
You will assist in managing client portfolios and conduct market research.
Is this internship paid?
Yes, the internship offers a stipend ranging from INR 15,000 to 25,000 per month.
What qualifications do I need?
Recent graduates or students in finance-related fields are encouraged to apply.
What is the work mode for this position?
This is an onsite internship located in Bandra Kurla Complex.
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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