Career Opportunity in Wealth Management

1 week ago

Bhavnagar, Gujarat, India beBeeFinancial Full time ₹ 30,00,000 - ₹ 60,00,000
Role Description

We are seeking a detail-oriented and motivated Client Service Associate to join our team in Chennai. This on-site internship provides hands-on experience in client servicing and wealth management.

  • Assist with client servicing, 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.
Key Responsibilities

The successful candidate 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.

Strong willingness to learn and grow in the financial services industry is required. Good communication skills (written and verbal) and basic understanding of financial concepts are also essential. Readiness to take on multiple roles and responsibilities in a dynamic environment is crucial.

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.

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