Wealth Management Consultant

IJNM · recruiting for a confidential client

Posted · Apply by

Listing updated

Pay
₹15,000–20,000 a month
Location
Kollam, Kerala
Work mode
On-site
Job type
Internship
Experience
Up to 2 yrs
Category
Fintech

Join our client as a Wealth Management Consultant intern and gain hands-on experience in the fintech space.

Apply now

About the role

This internship provides a valuable opportunity to collaborate with seasoned consultants in the wealth management field. As a Wealth Management Consultant intern, you will assist in crafting financial plans and tailored recommendations for clients, gaining insights into various financial products and strategies.

This role is particularly suitable for recent graduates or students pursuing a finance-related degree, as it will significantly enhance your understanding of wealth management practices and effective client engagement. You will work in an onsite, collaborative environment that fosters professional development and knowledge growth.

What you'll do

  • Assist in creating financial plans for clients.
  • Engage with clients to understand their financial goals.
  • Support the team in financial product recommendations.
  • Conduct market research to aid client strategies.
  • Learn about the fintech landscape and tools.

What you'll need

  • Pursuing or completed a degree in Finance or related field.
  • Strong communication skills.
  • Interest in wealth management and financial products.

Skills

Strong analytical skills. Good interpersonal communication. Basic understanding of financial concepts.

Good to have

Familiarity with financial software. Interest in market research.

Benefits

  • Hands-on experience in the fintech sector.
  • Mentorship from experienced professionals.
  • Opportunity for future employment based on performance.

Interested in this role?

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

Apply now

Wealth Management Consultant jobs in other cities

Questions about this job

What are the responsibilities of a Wealth Management Consultant intern?
You will assist in developing financial plans and engage with clients.
Is this position suitable for fresh graduates?
Yes, this internship is ideal for recent graduates or finance students.
What will be my work location?
This is an onsite internship based in Salt Lake Sector V, Kollam.
What is the salary for this internship?
The salary is between INR 15,000 and 20,000 monthly.
How can I apply for this internship?
Click "Apply Now" on this page to apply through IJNM. IJNM is recruiting for this role on behalf of a client employer.

Listing last updated

Wealth Management Consultant

₹15,000–20,000 a month

Apply