Wealth Management Intern
6 days ago
io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. io simplifies financial complexities, providing seamless solutions tailored to the needs of salaried professionals and HR leaders alike. Founded by Manas and Dev Kumar, the company specializes in assisting salaried individuals with tax planning, management, and income tax filing. 55 million in pre-seed funding, led by a prominent investor. Are you passionate about finance and eager to gain hands-on experience in the world of wealth management? We are looking for a dynamic and motivated Wealth Management Intern to join our team and help drive impactful financial strategies. Assist in preparing and analyzing financial reports to support wealth management strategies. Conduct market research and data analysis to provide insights and recommendations. Support the creation of investment portfolios and wealth management presentations. Help prepare detailed reports using Excel and PowerPoint for client presentations and internal meetings. Collaborate with senior wealth managers and contribute to ongoing client projects. Proficiency in Excel and PowerPoint . Solid analytical skills to assess and evaluate financial data. Good understanding of finance , with the ability to apply theoretical knowledge to practical situations. A keen interest in exploring and utilizing AI tools for data analysis and report generation (preferred). Compensation package : upto INR 20000 per month Opportunity to learn and grow under the mentorship of experienced professionals in wealth management.
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Wealth Management Intern
2 days ago
bangalore, India Prosperr.io Full timeAbout the CompanyAt Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and intuitive...
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Wealth Management Intern
3 days ago
Bangalore, India Prosperr.io Full time € 20,000About the Company At Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and intuitive...
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Wealth Management Intern
6 days ago
bangalore district, India Prosperr.io Full timeAbout the Company At Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and intuitive...
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Wealth Management Intern
2 weeks ago
bangalore, India Zetheta Algorithms Private Limited Full timeAbout the CompanyZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools.About the RoleWe are seeking a talented and motivated student intern for Portfolio Management - Wealth Manager role. This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for...
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Wealth Management Intern
6 days ago
bangalore, India Zetheta Algorithms Private Limited Full timeAbout the Company ZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools. About the Role We are seeking a talented and motivated student intern for Portfolio Management - Wealth Manager role. This is an extraordinary opportunity for a self-driven, financially skilled student with an eye...
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(Immediate Start) Circlel Head
3 weeks ago
Bangalore, India Wealth Broking Full timeCircle Head - Wealth Mgmt Regional Head Wealth Management Looking for candidates only from Broking Wealth / Capital - ONLY CTC : 50 LKHS TO 80 LKHS 3 years in Market - Well Established Start Up Portfolio will be mapped Candidates only from Wealth Management Companies Only Location : Chennai / Bangalore Contact Person : Divya :WASSUP ONLY , PMS AIF Structure...
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Wealth Manager
5 days ago
Bangalore, India equentis Full timeLocation – Bangalore/Mumbai Position: Wealth Manager Broader Role / Responsibilities: Acquisition of Wealth Clients: 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up the sales funnel via Client Meetings...
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Wealth Manager
4 days ago
bangalore district, India equentis Full timeLocation – Bangalore/Mumbai Position: Wealth Manager Broader Role / Responsibilities: Acquisition of Wealth Clients: 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up the sales funnel via Client Meetings...
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Wealth Manager
5 days ago
Bangalore, India equentis Full timePosition: Wealth Manager Acquisition of Wealth Clients: Wealth Manager will be responsible for acquiring & advising HNI clients. Build up the sales funnel via Client Meetings or Virtual Presentations to clients. To conduct and assist in organizing seminars, workshops and other business development activities. Prior experience of working in a wealth...
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Asset And Wealth Management
3 weeks ago
Bangalore, Karnataka, India Goldman Sachs Full timeJob Category Associate About Goldman Sachs At Goldman Sachs we connect people capital and ideas to help solve problems for our clients We are a leading global financial services firm providing investment banking securities and investment management services to a substantial and diversified client base that includes corporations financial institutions...
