Strategic Wealth Manager

10 hours ago

Gulbarga, Karnataka, India beBeeInvestment Full time ₹ 30,00,000 - ₹ 60,00,000
Job Description

An exciting opportunity awaits a self-driven and financially skilled student to join our wealth management team.

The selected candidate will be responsible for learning about client interaction and investment strategies, assisting in preparing pitch books and investment presentations, analyzing and presenting market data insights for portfolio recommendations, and participating in mock client meetings to develop communication skills.

Additionally, the candidate will conduct fundamental and technical analysis of equities and alternative investments, understand debt securities and yield to maturity (YTM) calculations, compare investment options such as corporate bonds, NCDs, and mutual funds, develop portfolio allocation strategies, and perform AI-powered risk profiling using our Virtual Risk Analyser and understand behavioral biases.

The internship is designed to provide practical exposure to wealth management simulation and enhance understanding of investment strategies and client portfolio management.


Required Skills and Qualifications

Key Responsibilities:

  • Client Interaction and Investment Strategies
  • Financial Research and Analysis
  • Portfolio and Risk Management
  • Technical and AI-Driven Financial Tools

Essential Skills:

  • Artificial Intelligence
  • Investment Analysis
  • Portfolio Management
  • Risk Management

Preferred Skills:

  • Python Programming
  • Data Visualization
  • Cloud Computing

Benefits

This internship provides an extraordinary opportunity for students to gain hands-on experience in wealth management, develop their analytical and problem-solving skills, and build a strong network in the industry.

Selected candidates will have access to cutting-edge technology, mentorship from experienced professionals, and opportunities for professional growth and development.


Others

For more information, please visit our website.

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