Wealth management intern
4 weeks ago
About the Company At Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech Saa S platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and intuitive tools, Prosperr.io simplifies financial complexities, providing seamless solutions tailored to the needs of salaried professionals and HR leaders alike. Founded by Manas and Dev Kumar, the company specializes in assisting salaried individuals with tax planning, management, and income tax filing. Recently, Prosperr.io raised $1.55 million in pre-seed funding, led by a prominent investor. About the Role : Are you passionate about finance and eager to gain hands-on experience in the world of wealth management? We are looking for a dynamic and motivated Wealth Management Intern to join our team and help drive impactful financial strategies. Responsibilities : Assist in preparing and analyzing financial reports to support wealth management strategies. Conduct market research and data analysis to provide insights and recommendations. Support the creation of investment portfolios and wealth management presentations. Help prepare detailed reports using Excel and Power Point for client presentations and internal meetings. Collaborate with senior wealth managers and contribute to ongoing client projects. Required Skills : Proficiency in Excel and Power Point . Strong ability to create insightful and thorough research reports . Solid analytical skills to assess and evaluate financial data. Good understanding of finance , with the ability to apply theoretical knowledge to practical situations. A keen interest in exploring and utilizing AI tools for data analysis and report generation (preferred). Compensation package : upto INR 20000 per month Why Join Us? Opportunity to learn and grow under the mentorship of experienced professionals in wealth management. A dynamic and collaborative work environment that values fresh perspectives and innovation.
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Wealth Manager
2 weeks ago
bangalore, India Stack Wealth Full timeAbout us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
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Wealth Manager
2 weeks ago
bangalore, India Stack Wealth Full timeAbout us: Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
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Wealth Management Intern
2 weeks ago
bangalore, India Prosperr.io Full timeAbout the CompanyAt Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and intuitive...
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Wealth Management Intern
2 weeks ago
bangalore, India Prosperr.io Full timeAbout the Company At Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and intuitive...
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Wealth management intern
1 week ago
Bangalore, India Prosperr.io Full timeAbout the Company At Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech Saa S platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and...
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Wealth Management Intern
11 hours ago
bangalore, India Zetheta Algorithms Private Limited Full timeAbout the CompanyZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools.About the RoleWe are seeking a talented and motivated student intern for Portfolio Management - Wealth Manager role. This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for...
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Circlel Head
2 weeks ago
bangalore, India Wealth Broking Full timeCircle Head - Wealth MgmtRegional Head Wealth ManagementLooking for candidates only from Broking Wealth / Capital - ONLYCTC : 50 LKHS TO 80 LKHS3 years in Market - Well Established Start UpPortfolio will be mappedCandidates only from Wealth Management Companies OnlyLocation : Chennai / BangaloreContact Person : Divya :WASSUP ONLY 9137265848 ,...
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Circlel Head
2 weeks ago
Bangalore, India Wealth Broking Full timeCircle Head - Wealth Mgmt Regional Head Wealth Management Looking for candidates only from Broking Wealth / Capital - ONLY CTC : 50 LKHS TO 80 LKHS 3 years in Market - Well Established Start Up Portfolio will be mapped Candidates only from Wealth Management Companies Only Location : Chennai / Bangalore Contact Person : Divya :WASSUP...
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(Immediate Start) Circlel Head
1 week ago
Bangalore, India Wealth Broking Full timeCircle Head - Wealth Mgmt Regional Head Wealth Management Looking for candidates only from Broking Wealth / Capital - ONLY CTC : 50 LKHS TO 80 LKHS 3 years in Market - Well Established Start Up Portfolio will be mapped Candidates only from Wealth Management Companies Only Location : Chennai / Bangalore Contact Person : Divya :WASSUP ONLY , PMS AIF Structure...
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Circlel Head
1 week ago
bangalore district, India Wealth Broking Full timeCircle Head - Wealth Mgmt Regional Head Wealth Management Looking for candidates only from Broking Wealth / Capital - ONLY CTC : 50 LKHS TO 80 LKHS 3 years in Market - Well Established Start Up Portfolio will be mapped Candidates only from Wealth Management Companies Only Location : Chennai / Bangalore Contact Person : Divya :WASSUP ONLY 9137265848 ,...
