Wealth Management Intern

1 day ago

Bangalore, India Prosperr.io Full time € 20,000

About 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 tools, Prosperr.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. Recently, Prosperr.io raised $1.55 million in pre-seed funding, led by a prominent investor.

About the Role :

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.

Responsibilities :

  • 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.

Required Skills :

  • Proficiency in Excel and PowerPoint .
  • Strong ability to create insightful and thorough research reports .
  • 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

Why Join Us?

  • Opportunity to learn and grow under the mentorship of experienced professionals in wealth management.
  • A dynamic and collaborative work environment that values fresh perspectives and innovation.

  • Wealth Manager

    11 hours ago

    bangalore, India Stack Wealth Full time

    About us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...

  • Wealth Management Intern

    11 hours ago

    bangalore, India Prosperr.io Full time

    About 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...

  • Wint Wealth

    6 hours ago

    Bangalore, India Wint Wealth Full time

    Wint Wealth - Creative Producer (Short Form) About us : Discover a Revolution in Fintech Established in 2020, Wint Wealth is one of India's largest online bond platforms, trusted by over 60,000 investors. With retail investments exceeding Rs. 2000 crore, we continue to empower retail investors through accessible and secure bond investments. Today, Wint...

  • Wealth Manager

    7 hours ago

    Bangalore, India Tech Mahindra Full time

    Title: BA Wealth Digital Business Analyst Experience: 6-12 years Offshore Location: Any TechM (Bangalore/Chennai/Hyderabad/Pune)- For Initial day till Visa Processing time. Domain: Banking only Job Location: Dubai Budget: 23 to 27 LPA Notice Period: Immediate Job Description: They are converting a lot of their paper-based journeys to digital...

  • Wealth Manager

    1 day ago

    Bangalore, India equentis Full time

    Location – 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...

  • Wealth Manager

    9 hours ago

    bangalore, India Tech Mahindra Full time

    Title: BA Wealth Digital Business Analyst Experience: 6-12 yearsOffshore Location: Any TechM (Bangalore/Chennai/Hyderabad/Pune)- For Initial day till Visa Processing time.Domain: Banking onlyJob Location: DubaiBudget: 23 to 27 LPANotice Period: ImmediateJob Description:They are converting a lot of their paper-based journeys to digital journeys.The...

  • Relationship Manager

    10 hours ago

    bangalore, India Nuvama Wealth Full time

    Online Activation Desk for B2B BusinessRole Overview:We are looking for a driven and proactive Partner Activation Specialist to re-engage and activate dormant/inactive partners mapped under our B2B channel. The ideal candidate will have a solid understanding of wealth products, especially NCDs, Corporate FDs, and other fixed income offerings, and should be...

  • Wealth Manager

    21 hours ago

    Bangalore Urban, India Tech Mahindra Full time

    Title: BA Wealth Digital Business Analyst Experience: 6-12 yearsOffshore Location: Any TechM (Bangalore/Chennai/Hyderabad/Pune)- For Initial day till Visa Processing time.Domain: Banking onlyJob Location: DubaiBudget: 23 to 27 LPANotice Period: ImmediateJob Description:They are converting a lot of their paper-based journeys to digital journeys.The...

  • Private Wealth Manager

    10 hours ago

    bangalore, India equentis Full time

    Location – Bangalore/MumbaiPosition: Wealth Manager Broader Role / Responsibilities:Acquisition of Wealth Clients:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel via Client Meetings or...

  • Senior Vice President of Wealth Management

    1 day ago

    Bangalore, India Banking and NBFC job Full time

    Job Title Senior Vice President – Wealth Management Location Bangalore CTC: Up to 65 LPA About the Role The Senior Vice President – Wealth Management will directly manage a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, offering end-to-end investment advisory and wealth management solutions. This is an...