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Intern Wealth Manager

2 weeks ago


Nashik, Maharashtra, India beBeeInvestment Full time ₹ 12,00,000 - ₹ 18,00,000
Job Title:">

About the Opportunity

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We are seeking a talented and motivated student intern for a wealth management internship role.

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This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for investment analysis and advisory.

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About the Internship:

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As a wealth manager, you will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation and risk profiling.

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You will have the opportunity to engage in multiple mini-projects across a large number of functional areas.

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The internship is designed to provide practical exposure to wealth management simulation.

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Key Responsibilities

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  • Learn about client interaction and investment strategies.

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  • Assist in preparing pitch books and investment presentations for clients.

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  • Analyze and present market data insights for portfolio recommendations.

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  • Participate in mock client meetings to develop communication skills.

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Required Skills and Qualifications

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  • Strong analytical and problem-solving skills.

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  • Basic knowledge of Microsoft Office.

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  • Willingness to self-learn and work in a fast-paced environment.

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Benefits

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  • Practical exposure to investment advisory, portfolio construction, and risk analysis.

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  • Hands-on experience of asset allocation using investment advisory tools.

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  • Strong analytical and financial modelling skills.

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  • Enhanced presentation and communication skills.

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  • Knowledge of AI applications in finance.

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Others

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The internship duration is self-paced with the option of 1 month or 2 months within a period of 4 months provided. The type of internship is unpaid.

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