Private Wealth Support Associate Summer Intern
14 hours ago
About AB
We are a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition is simple: to be our clients' most valued asset-management partner.
With over 4,400 employees across 51 locations in 25 countries, our people are our advantage. We foster a culture of intellectual curiosity and collaboration to create an environment where everyone can thrive and do their best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business, or providing thoughtful advice to clients, we're looking for unique voices to help lead us forward. If you're ready to challenge your limits and build your future, join us.
What You'll Do:
Private Wealth Support Associate Summer Interns will participate in a robust and comprehensive internship program. This ten-week internship offers invaluable experience in the financial services industry. Components of the Private Wealth Support Associate Summer Internship Program include:
Gain exposure to the full breadth of the prospecting & client service processes, including the administrative, transactional and operational functions within the Private Wealth group.
Partner directly with Support Associates, Client Service Associates, and Wealth Advisors to execute the operational needs of the practice, such as performance reporting, client/prospect meeting preparation, account creation and maintenance, & portfolio analysis.
Partner with Client Service Associates to accomplish a common goal of providing exceptional service.
Interact and network with senior professionals throughout the firm to fuel career success.
Career management, mentorship, and one-on-one coaching to achieve professional success beyond the internship program.
In-depth industry training on investment management philosophies, financial management strategies, proprietary investments, services, policies, and procedures.
Successful interns have the opportunity to continue their career as a full-time Private Wealth Support Associate upon graduation.
What We're Looking For:
Candidates with strong leadership experience.
Be an accomplished team players who seek a rigorous and challenging environment for their career development.
Be detail-oriented with a strong ability to multitask and work under pressure in a fast-paced atmosphere.
Possess strong analytical and communication skills (both written and verbal) and an ability to build internal and external relationships.
Have proficiency in Word and Excel.
-
Private Wealth Support Associate
20 hours ago
Pune, Maharashtra, India AllianceBernstein Full time ₹ 9,00,000 - ₹ 12,00,000 per yearSupport AssociateCompany DescriptionAs a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets...
-
Private Wealth Support Associate
17 hours ago
Pune, Maharashtra, India AllianceBernstein Full time ₹ 9,00,000 - ₹ 12,00,000 per yearSupport AssociateCompany DescriptionAs a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets...
-
Pune, Maharashtra, India Worksymphony Full time ₹ 7,20,000 per yearMust have experience in Private wealth firm, Investment products, MF, SIP, PMS, HNI/UHNI Acquisition, Responsible for bringing NTF , Have own AUM/ client base and team members, Presentable. Required Candidate profileMust have experience in Private wealth firm, Investment products, MF, SIP, PMS, HNI/UHNI Acquisition, Responsible for bringing NTF , Have own...
-
Associate - Wealth Management
4 days ago
Pune, Maharashtra, India Lumos Partners Full time ₹ 5,00,000 - ₹ 10,00,000 per yearCompany DescriptionLumos Partners is dedicated to simplifying wealth management and empowering clients to attain financial independence. Our approach prioritizes trust, transparency, and long-term growth to cultivate lasting relationships and drive meaningful results. We are committed to providing personalized strategies that ensure peace of mind and...
-
Wealth Manager
4 days ago
Pune, Maharashtra, India Wealth First Portfolio Managers Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per yearCompany DescriptionWith over 30 years of industry experience, Wealth First Online is a leading name in providing smart investment solutions and comprehensive financial advisory services. We are committed to empowering individuals and businesses to achieve their financial goals through tailored strategies, expert advice, and personalized wealth management...
-
Telecaller - Wealth Management
6 days ago
Pune, Maharashtra, India Wealth Impression LLP Full time ₹ 4,00,000 - ₹ 6,00,000 per yearAbout Us:We are a leadingWealth Management & Financial Advisory firmbased in Pune, offering tailored investment and financial planning solutions to individuals and businesses. Our focus is on building long-term relationships through trust, transparency, and performance-driven advice.Key Responsibilities:Engage with existing and prospective clients over...
-
Wealth Manager
2 weeks ago
Pune, Maharashtra, India Mexus Real Estate Developers Llp Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJob Title: Wealth ManagerLocation: Pune, IndiaExperience Required: yearsEducation: Any Graduate (Candidates with relevant certifications such as CFP, CFA, NISM preferred)Salary: Negotiable Based on experience and interview performanceIndustry: Wealth Management / Financial ServicesPosition Type: Full-timeJob Overview:We are seeking a highly experienced and...
-
Associate Portfolio Manager
4 days ago
Pune, Maharashtra, India AllianceBernstein Full time ₹ 12,00,000 - ₹ 24,00,000 per yearCompany Description:As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals and private wealth clients in major markets worldwide. Our ambition...
-
Relationship Manager Wealth Management_ Pune
1 week ago
Pune, Maharashtra, India Scripbox Full time ₹ 12,00,000 - ₹ 36,00,000 per yearRelationship Manager Wealth ManagementPosition:Relationship Manager (Wealth Management)Experience:24 yearsLocation:PuneEmployment Type:Full-timeAbout The RoleWe are seeking a dynamic and client-focused Relationship Manager with 24 years of experience in financial services, wealth management, or private banking. The RM will be responsible for building and...
-
Relationship Manager Private Client Group
2 days ago
Pune, Maharashtra, India Anand Rathi Share and Stock Brokers Ltd Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptionAnand Rathi is a leading full-service investment bank founded in 1994, offering a wide range of financial services and wealth management solutions to institutions, corporations, high-net-worth individuals, and families. The firm operates over 350 locations across India with an international presence in Dubai, Hong Kong, and New York....