Wealth Portfolio Advisor

1 day ago

Mount Abu, Rajasthan, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 16,00,000
Portfolio Management Opportunity

We are seeking a skilled and motivated student intern for a Wealth Manager role. This is an exceptional opportunity for a self-driven, financially astute individual with an eye for investment analysis and advisory.

About the Role

  • You will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation, and risk profiling.
  • Engage in multiple mini-projects across various functional areas.

Key Responsibilities

  • Assist in preparing pitch books and investment presentations for clients.
  • Analyze and present market data insights for portfolio recommendations.
  • Participate in mock client meetings to develop communication skills.

Learning Outcomes

  • Gain practical exposure to investment advisory, portfolio construction, and risk analysis.
  • Develop strong analytical and financial modeling skills.
  • Enhance presentation and communication skills.
  • Gain knowledge of AI applications in finance.

Who Should Apply?

  • Student interns from any academic discipline can apply if they possess strong analytical and problem-solving skills.
  • Basic knowledge of Microsoft Office is required.
  • A willingness to self-learn and work in a fast-paced environment is essential.

Duration and Type

The internship duration is flexible, with options of 1 month or 2 months within a period of 4 months. It is unpaid.

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