Client Services Professional

3 days ago

Udaipur, Rajasthan, India beBeeWealthManagement Full time ₹ 36,00,000 - ₹ 45,00,000

Job Description

Wealth Management Internship Opportunity

This internship provides hands-on experience in client servicing and wealth management, with a strong possibility of a full-time role based on performance.

As an intern, you will support 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.

Key Responsibilities:

  • Assist with client onboarding and documentation processes
  • Support customer communication and service delivery
  • Help with back-office coordination and day-to-day operational tasks
  • Learn and work on Excel, CRM tools, and other financial platforms
  • Collaborate with the team and contribute to ongoing projects as needed

What We're Looking For:

  • Strong willingness to learn and grow in the financial services industry
  • Good communication skills (written and verbal)
  • Basic understanding of financial concepts is a plus
  • Readiness to take on multiple roles and responsibilities in a dynamic environment
  • Commitment to completing mandatory certifications as per regulatory requirements
  • Bachelor's degree in Finance, Business, or related field

This internship 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.

Benefits:

  • Gain hands-on experience in client servicing and wealth management
  • Develop practical skills in finance, communication, and tools used in the financial advisory space
  • Possible full-time role based on performance

Other Opportunities:

High-performing candidates may be offered a full-time role upon successful completion of the internship.

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