Wealth Management Executive

IJNM · recruiting for a confidential client

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Listing updated

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

Exciting internship opportunity for a Wealth Management Executive to assist in managing client portfolios.

Apply now

About the role

As a Wealth Management Executive, you will gain invaluable experience in managing client investment portfolios while working alongside seasoned professionals. This role is tailored for fresh graduates eager to embark on a career in wealth management, providing a supportive and mentorship-driven environment.

You will play a crucial role in analyzing client financial data, preparing comprehensive financial plans, and assisting in client meetings. This hands-on internship offers deep insights into the wealth management sector and equips you with essential skills for your future career.

If you are enthusiastic, eager to learn, and ready to take the first step in your professional journey, this opportunity could be a significant milestone in your career development.

What you'll do

  • Assist in managing client portfolios
  • Analyze financial data
  • Support client meetings
  • Prepare financial plans

What you'll need

  • Bachelor's degree in finance or related field
  • Strong analytical skills
  • Excellent communication

Skills

Analytical skills Communication skills Team player

Good to have

Basic financial modeling Knowledge of investment products

Benefits

  • Mentorship from experienced professionals
  • Hands-on experience in wealth management
  • Opportunity for future employment

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 qualifications are needed for the internship?
A degree in finance, business, or economics is preferred.
Is this an onsite internship?
Yes, this is an onsite internship in Raurkela.
What is the salary for this role?
The internship offers a stipend ranging from INR 15,000 to INR 25,000 monthly.
What will I learn during this internship?
You will learn about client portfolio management and financial planning.

Listing last updated

Wealth Management Executive

₹15,000–25,000 a month

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