Building a Career in Wealth Management

23 hours ago

Pune, Maharashtra, India beBeeInvestment Full time ₹ 6,00,000 - ₹ 12,00,000
Wealth Management Internship Opportunity">

Gain hands-on experience in client relationship management and build a career in wealth management.

Key Responsibilities:
  • Support Relationship Managers in handling affluent and super affluent clients with investment portfolios exceeding ₹1 Cr.
  • Learn to prepare comprehensive client reports and coordinate with asset management companies.
  • Assist in lead generation, cold calling, and prospect meetings to drive business growth.
  • Gain exposure to portfolio solutions and investment products to enhance your skills.
Requirements:
  • MBA or PG students or recent graduates with a background in finance or wealth management are preferred.
  • Strong communication and analytical skills are essential for success in this role.
  • Passion for financial markets and client relationship management is a must.
  • Prior exposure to investments such as mutual funds, PMS, and structured products is advantageous but not mandatory.
Benefits:

As a wealth management intern, you will gain valuable industry insights and develop skills that will propel your career forward. You will also have the opportunity to work with experienced professionals and contribute to the growth of our organization.

What We Offer:
  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • A competitive salary and benefits package.
How to Apply:

If you are passionate about wealth management and eager to learn and grow, we encourage you to apply for this internship opportunity. Please submit your resume and a cover letter outlining your relevant skills and experience.

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