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Wealth Management Trainee

1 month ago

west bengal, India Delego Capital Full time
JOB: Wealth Management Trainee (Intern)
Location: Kolkata / WFH
Company: Delego Capital
Experience: None
About Us:
Delego Capital is a leading wealth management firm dedicated to helping individuals maximize their financial potential through strategic delegation. We provide personalized wealth management services, including financial planning, investment management, and risk management, with a focus on long-term growth and efficiency. Our team of experts is committed to delivering exceptional value and tailored solutions to our clients.
Position Overview:
We are seeking a motivated and detail-oriented Wealth Management Trainee to join our dynamic team. This is an excellent opportunity for recent post graduates or individuals looking to start a career in wealth management. As a trainee, you will receive comprehensive training and hands-on experience in various aspects of wealth management, including client relationship management, financial planning, investment strategies, and market analysis. Success in this role will be measured by successful completion of training and building relationships with new clients and building your AUM.
Key Responsibilities:
Develop new relationships with clients and build your AUM - Client Acquisition.
Create and Implement financial plans for clients.
Day-to-day tasks will include meeting with clients to understand their investment  goals.
Conduct market research and analysis to support investment strategies in Stocks, Bonds, Mutual Funds and AIFs
Prepare financial reports, client presentations, and investment proposals.
Monitor and analyze client portfolios, providing insights and recommendations.
Stay updated on financial markets, investment products, and industry trends.
Support the team in administrative tasks and project management.
Qualifications:
Degree: MBA (In finance or Marketing With At least 70% in last Semester)
Any professional qualifications such as CA, CFA, CFP will be Preferred.
Strong analytical and quantitative skills, Along with good knowledge of investment & Finance.
Excellent communication and interpersonal skills, Ability to build and maintain client relationships.
Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).
Detail-oriented with strong organizational skills.
Ability to work both independently and as part of a team.
Eagerness to learn and adapt in a fast-paced environment.
Previous internship or experience in finance or wealth management is a plus.
What’s in it for YOU?
Comprehensive training and mentorship program.
Exposure to a wide range of wealth management activities including trading and investment.
Stipend per month (depending on the performance) as per the industry Norms.
PPO will be provided for the best performer.
Good for Final Year MBA or CA, CFP, CFA Aspirant who wants to build their career in Wealth  Management.
Career growth and advancement opportunities.
Lots of Perks and Extra benefits will be awarded to the best Performer.
How to Apply:
Interested candidates are invited to submit their resume and a cover letter detailing their interest in the position and relevant qualifications to with the subject line "Wealth Management Trainee Application - (Your Name)".
Application Deadline:
31st May 2024

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