Wealth Management Associate

BFSI Jobs · recruiting for a confidential client

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Listing updated

Pay
₹15,000–25,000 a month
Location
Chandigarh, Chandigarh
Work mode
Hybrid
Job type
Internship
Experience
Up to 2 yrs
Category
Wealth Management

Kickstart your career in finance as a Wealth Management Associate intern. This role is ideal for enthusiastic individuals eager to learn about investment strategies and client relations.

Apply now

About the role

As a Wealth Management Associate, you will play a crucial role in assisting senior wealth managers with managing client portfolios and developing investment strategies. This position is ideal for recent graduates or individuals looking to transition into the finance sector.

You will conduct market analysis and gain hands-on experience in the wealth management process, collaborating with a team of seasoned professionals. The hybrid nature of this internship provides a flexible approach to learning while contributing to real client engagements, enhancing your understanding of the industry.

What you'll do

  • Assist in portfolio management
  • Conduct market and financial analysis
  • Support senior wealth managers
  • Engage with clients to understand their financial goals

What you'll need

  • Pursuing or completed a degree in finance or related field
  • Strong interest in wealth management
  • Good analytical skills

Skills

Analytical skills Communication skills Basic understanding of financial markets

Good to have

Proficiency in MS Excel Familiarity with investment products

Benefits

  • Mentorship from experienced professionals
  • Flexible working hours
  • Exposure to client interactions

Interested in this role?

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

Apply now

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Questions about this job

What will I do as a Wealth Management Associate intern?
You will assist in managing client portfolios and conducting market analysis.
Is this position suitable for freshers?
Yes, this internship is designed for individuals with 0-2 years of experience.
What is the work mode for this internship?
This is a hybrid internship, allowing for both remote and onsite work.
What is the expected salary for this role?
The salary ranges from INR 15,000 to INR 25,000 per month.

Listing last updated

Wealth Management Associate

₹15,000–25,000 a month

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