Strategic Wealth Manager

2 days ago

Jamnagar, Gujarat, India beBeeWealthManager Full time ₹ 10,00,000 - ₹ 12,00,000
About Our Opportunity

We are seeking a motivated and self-driven individual for a Wealth Management role. This is an extraordinary opportunity to gain practical exposure to investment advisory, portfolio construction, and risk analysis.

As part of this opportunity, you will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation, and risk profiling. You will have the chance to engage in multiple mini-projects across various functional areas.

The primary responsibilities of this role include:

  • Investment Analysis & Advisory
  • Portfolio Construction & Risk Management
  • Financial Research & Data Analysis
  • Capstone Project & Presentation Skills

You will also have the opportunity to enhance your presentation and communication skills through mock client meetings and pitch books preparation.

This internship provides hands-on experience of asset allocation using investment advisory tools and enhances strong analytical and financial modelling skills.

We are looking for a student or fresh graduate from any academic discipline with basic knowledge of Microsoft Office and a willingness to self-learn and work in a fast-paced environment.

This internship can be completed within 1 month or 2 months over a period of 4 months.

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