Wealth Strategy Coordinator

1 week ago


meerut, India beBeeInvestment Full time

Portfolio Management TraineeThis is an exceptional opportunity for a talented and motivated student to gain hands-on experience in investment advisory, portfolio management, asset allocation, and risk profiling.You will engage in multiple mini-projects across functional areas and gain practical exposure to wealth management simulation.Structured assignments will enhance your understanding of investment strategies and client portfolio management.Clients interactions and investment strategies will be learned through mock meetings and market data insights.Analyze and present financial research and technical analysis of equities and alternative investments.Develop effective portfolio allocation strategies using AI powered risk profiling and virtual portfolio analyzers.



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