
Accelerate Your Career in Finance
2 days ago
Career Accelerator for Young Professionals
Are you a driven and ambitious individual looking to accelerate your career in finance?
This exciting opportunity is perfect for those who want to learn and grow with our team.
Job Description:
We are seeking a motivated and detail-oriented intern to support our Relationship Managers in handling affluent clients with high investment portfolios.
As an intern, you will have the opportunity to gain exposure to portfolio solutions and investment products, prepare client reports, and coordinate with Asset Management Companies (AMCs).
Responsibilities:
- Support Relationship Managers in handling affluent clients with high investment portfolios
- Prepare client reports and coordinate with Asset Management Companies (AMCs)
- Assist in lead generation, cold calling, and prospect meetings
- Gain exposure to portfolio solutions and investment products
Requirements:
To be successful in this role, you will need:
- MBA/PG students or recent graduates in Finance or Wealth Management
- Strong communication and analytical skills
- Passion for financial markets and client relationship management
- Prior experience in investments (Mutual Funds, PMS, Structured Products) is a plus
What You'll Gain:
This internship is a stepping stone towards a career in Private Banking & Wealth Management. You'll have the opportunity to develop your skills, build relationships, and contribute to the growth of our team.
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