Wealth Management Career Opportunity

2 days ago

Coimbatore, Tamil Nadu, India beBeeInvestment Full time ₹ 6,00,000 - ₹ 12,00,000
Job Opportunity

We are seeking a motivated and self-driven individual to fill the role of Wealth Manager.

This is an excellent opportunity for a student or recent graduate from any academic discipline to gain practical exposure to wealth management simulation, investment advisory, portfolio construction, and risk analysis.

Key Responsibilities:

  • Engage with clients through effective communication and presentation skills.
  • Analyze market data insights to provide portfolio recommendations.
  • Conduct fundamental and technical analysis of equities and alternative investments.
  • Develop AI-powered risk profiling using our Virtual Risk Analyser.

Required Skills and Qualifications:

  • Strong analytical and problem-solving skills.
  • Basic knowledge of Microsoft Office.
  • Ability to learn quickly and work in a fast-paced environment.

Benefits:

  • Hands-on experience with asset allocation and investment advisory tools.
  • Opportunity to engage in multiple mini-projects across various functional areas.
  • Enhanced presentation and communication skills.

Others:

  • The internship is designed to be self-paced, allowing you to complete it within a period of 4 months.
  • Option of 1 month or 2 months duration provided.

As a Wealth Manager, you will have the opportunity to work on cutting-edge projects and develop strong analytical and financial modelling skills. You will also gain knowledge of AI applications in finance and enhance your presentation and communication skills.

What You Will Learn:

  • Practical exposure to wealth management simulation.
  • Investment advisory, portfolio construction, and risk analysis.
  • Asset allocation using investment advisory tools.
  • Strong analytical and financial modelling skills.
  • Knowledge of AI applications in finance.

Who Should Apply?

  • Student or recent graduate from any academic discipline.
  • Strong analytical and problem-solving skills.
  • Basic knowledge of Microsoft Office.
  • Willingness to self-learn and work in a fast-paced environment.

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