Wealth Management Trainee

3 days ago

Chandigarh, India D. R . Share & Stock Brokers pvt. Ltd. Full time € 15,000 - € 25,000

Wealth Management Trainee | Mutual Funds | Finance Fresher Chandigarh — On-Site Kickstart your career in Mutual Funds & Wealth Management with DR. Shares & Stock Brokers . This role is perfect for freshers who have basic finance knowledge, good English communication, and a strong interest in investments . Full training provided for candidates who are eager to learn and grow. Role Overview We are hiring a Wealth Management Trainee for mutual fund operations, SIP planning, market research, and client interactions. You will learn portfolio management, client handling, and investment advisory from experienced professionals. Key Responsibilities Conduct client Zoom meetings & portfolio discussions Support SIP planning & goal-based recommendations Track mutual fund performance & market updates Maintain client follow-ups & documentation Assist advisors in portfolio review & reporting Who Should Apply Freshers / 0–2 yrs experience (Finance / Commerce / Banking / MF / Broking) Basic understanding of mutual funds, SIPs & investments Good English communication is mandatory Strong interest in wealth management, financial markets & client handling Preferred but not required: NISM V-A, finance internships Salary & Benefits ₹15,000–₹25,000/month (Negotiable) Mobile & Internet allowance Health Insurance | Paid Leaves | Career Growth Opportunities Work Hours Mon–Fri: 8:45 AM – 5:30 PM Sat: 10:00 AM – 2:00 PM 4th Sat Off How to Apply Send your CV to: Contact: #MutualFundsJobs #WealthManagementJobs #FinanceTrainee #FinanceFresher #FreshersHiring #EntryLevelJobs #InvestmentJobs #FinanceCareers #PortfolioManagement #ChandigarhJobs #TricityJobs #HiringNow

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