Wealth Management Associate

IJNM · recruiting for a confidential client

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Listing updated

Pay
₹15,000–25,000 a month
Location
Kharagpur, West Bengal
Work mode
Hybrid
Job type
Internship
Experience
0–1 yr
Category
Wealth Management

Our client is looking for a Wealth Management Associate intern to support financial planning and client interactions.

Apply now

About the role

As a Wealth Management Associate intern, you will assist senior wealth managers in providing personalized investment advice and managing client portfolios. This position offers a great opportunity to learn about financial planning and wealth management strategies.

Candidates with strong communication skills and a keen interest in finance will thrive in this role. You will gain valuable insights into client relationship management and investment strategies while working in a collaborative environment. This internship is perfect for fresh graduates seeking to launch their careers in finance.

What you'll do

  • Assist in client meetings and portfolio management.
  • Conduct market research and analysis.
  • Support financial planning processes.
  • Learn about investment products and services.

What you'll need

  • Bachelor's degree or pursuing a degree in Finance or related field.
  • Strong interest in wealth management and financial markets.
  • Excellent communication and analytical skills.

Skills

Communication skills Analytical thinking Customer service orientation

Good to have

Basic knowledge of financial products Familiarity with portfolio management tools

Benefits

  • Hands-on experience in wealth management
  • Mentorship from experienced professionals
  • Possibility of full-time employment after internship

Interested in this role?

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

Apply now

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Questions about this job

What are the key responsibilities of a Wealth Management Associate intern?
You will assist with client interactions and support senior wealth managers.
Is prior experience needed for this internship?
No prior experience is required; this role is suitable for fresh graduates.
What is the expected salary for this position?
The salary ranges from INR 15,000 to INR 25,000 monthly.
Is this position onsite or remote?
This is a hybrid position that allows for both onsite and remote work.

Listing last updated

Wealth Management Associate

₹15,000–25,000 a month

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