Join a rapidly growing home services platform focused on building India's most trusted on-demand platform. This role is key to expanding our brand's reach and customer base. 🎯…
Wealth Management Intern
- Location
- Ernakulam, Kerala, India
- Posted
- Status
- Open
About this role
Support a boutique wealth management firm in delivering strategic investment solutions and purpose-driven asset allocation for affluent clients.
🎯 About the Role
This on-site role involves assisting the client service/acquisition team with client-related activities and research. You will gain experience in financial planning analyses, investment proposal preparation, and portfolio reviews.
🛠️ Key Responsibilities
- 📊 Assist with financial planning analyses and preparing investment proposals.
- 📈 Help review portfolios using wealth management frameworks.
- 👥 Contribute to client presentations and data maintenance.
- 📞 Coordinate with team members to support client meetings.
- 📝 Prepare client reports and learn ethical practices.
✅ Requirements & Skills
- 💰 Foundational knowledge of Finance and interest in wealth management.
- 📈 Skills in Financial Planning, asset allocation, and retirement planning.
- 💹 Understanding of Investment Management and various investment products.
- 🛡️ Awareness of Insurance solutions for financial planning.
- 📊 Strong analytical and numerical skills with proficiency in Excel and PowerPoint.
- 🗣️ Clear communication skills, able to explain financial concepts simply.
- 🧑🤝🧑 Ability to work collaboratively and maintain client confidentiality.
- 🎓 Pursuing or completed a degree in Finance, Commerce, Economics, or Business.
📍 Location: Ernakulam & Coimbatore
📩 How to Apply
How to apply
Applications are handled on in.linkedin.com, not here. The link below opens the original posting.
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