Investment Advisory Specialist

2 weeks ago


Eluru, India beBeeWealth Full time

Wealth Management Internship OpportunityAbout the Role:Our organization is seeking a talented and motivated student intern for Portfolio Management - Wealth Manager role. This internship offers an exceptional opportunity for a self-driven, financially skilled student with an eye for investment analysis and advisory.About the Internship:As a Wealth Manager, you will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation, and risk profiling. You will have the opportunity to engage in multiple mini-projects across a large number of functional areas. The internship is designed to provide practical exposure to wealth management simulation.Key Responsibilities:Learn about client interaction and investment strategies.Assist in preparing pitch books and investment presentations for clients.Analyze and present market data insights for portfolio recommendations.Participate in mock client meetings to develop communication skills.Required Skills and Qualifications:To be successful in this role, you should possess strong analytical and problem-solving skills. A basic knowledge of Microsoft Office is also required. Additionally, you should be willing to self-learn and work in a fast-paced environment.Benefits:This internship offers valuable experience in investment advisory, portfolio construction, and risk analysis. You will gain hands-on experience of asset allocation using investment advisory tools and develop strong analytical and financial modelling skills.Internship Details:The internship duration can be either 1 month or 2 months within a period of 4 months. Please note that this internship is unpaid.



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