Financial Services Career Starter

10 hours ago

Kottayam, Kerala, India beBeeWealthManagement Full time ₹ 7,50,000 - ₹ 15,00,000
Job Role

We are dedicated to helping individuals and families plan, grow, and manage their financial future with confidence.

This role supports various client servicing and operational functions, gain hands-on exposure to the wealth management industry, and develop practical skills in finance, communication, and tools used in the financial advisory space.

  • Support client servicing, onboarding, and documentation processes
  • Collaborate with customers and contribute to service delivery
  • Assist with back-office coordination and day-to-day operational tasks
  • Develop skills in Excel, CRM tools, and other financial platforms

To succeed, you will need:

  • A strong willingness to learn and grow in the financial services industry
  • Good communication skills (written and verbal)
  • A basic understanding of financial concepts is beneficial
  • The ability to take on multiple roles and responsibilities in a dynamic environment
  • A commitment to completing certifications as per regulatory or business requirements
  • A degree in Finance, Business, or a related field

This opportunity offers an excellent learning platform for those looking to build a career in wealth management. High-performing candidates may be offered a full-time role upon successful completion of the internship.

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