Current jobs related to Wealth Management Intern - Bengaluru, Karnataka - Livelong Wealth
-
Senior Wealth Manager
1 week ago
Bengaluru, Karnataka, India Nuvama Wealth Full timeJob DescriptionCompany DescriptionNuvama Wealth is one of Indias leading wealth management and investment advisory firms, offering a comprehensive suite of financial solutions across asset classes. With a strong legacy and client-first approach, we empower individuals, HNIs, and institutions to achieve their financial goals through personalized advisory,...
-
Wealth Management Intern
3 weeks ago
Bengaluru, Karnataka, India Prosperr 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...
-
Wealth Management Intern
3 weeks ago
Bengaluru, Karnataka, India Prosperr 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...
-
Wealth Manager
2 weeks ago
Bengaluru, Karnataka, India Crest Capital Management Full time US$ 60,000 - US$ 1,20,000 per yearResponsibilities:* Acquire new HNIs through strategic networking.* Handle existing HNI clients with exceptional service.* Onboard HNIs and guide them for their wealth planning.
-
Wealth Management Specialist
2 weeks ago
Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 1,60,00,000Senior Wealth Manager Job DescriptionThe role of a Senior Wealth Manager involves providing comprehensive financial solutions to high-net-worth clients. As a key member of the wealth sales team, you will be responsible for building and maintaining long-term relationships with clients.Key Responsibilities:Develop tailored investment strategies to meet client...
-
Wealth Advisor
2 weeks ago
Bengaluru, Karnataka, India Equentis Wealth Advisory Full time ₹ 1,04,000 - ₹ 1,30,878 per yearPremium Membership Program (PMP) - Associate/Sr. Associate role at Equentis Wealth Services in India:The Role:This position is part of the Premium Membership Program (PMP) team in Bangalore. Your main goal is to guide existing clients of services to upgrade to the premium PMP subscription.Key Responsibilities:Manage a portfolio of existing clients and...
-
Asset And Wealth Management
3 weeks ago
Bengaluru, Karnataka, India Goldman Sachs Full timeJob Category Analyst 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...
-
Sr Wealth Manager
2 weeks ago
Bengaluru, Karnataka, India Talent Leads HR Solutions Pvt Ltd Full timeJob Description (Wealth Sales): 250 CR AUM only investment (MF/ PMS / AIF)Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients.Understand clients' financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions.Conduct regular portfolio reviews and recommend adjustments...
-
Wealth Management Expert
2 weeks ago
Bengaluru, Karnataka, India beBeeWealthManagement Full time ₹ 2,00,00,000 - ₹ 2,50,00,000Dezerv is a leading provider of investment solutions for affluent individuals. The company's founders have a strong background in wealth management, having led successful businesses and managed over USD 7 billion in assets. Our team of experts brings together decades of investing expertise from top global financial institutions to monitor portfolio...
-
Wealth Manager
3 weeks ago
Bengaluru, Karnataka, India Tech Mahindra Full timeTitle: BA Wealth Digital Business AnalystExperience: 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 application...
Wealth Management Intern
2 weeks ago
Location:
Bangalore
Salary:
₹20,000/month + performance-based incentives
Opportunity:
Can be converted to a permanent role based on performance.
About the Role:
We are looking for a dynamic Wealth Management Intern to join our team. This role offers hands-on exposure to business development, client interactions, market research, and portfolio management, with a focus on our
Smallcase investment portfolios
. An excellent opportunity for someone looking to fast-track their career in wealth management and secure a full-time role.
Key Responsibilities:
- Interact with clients to understand their financial goals and investment needs.
- Conduct market and stock analysis to support investment decisions.
- Assist in business development for our Smallcase portfolios.
- Support the team in executing sales and outreach strategies.
Qualifications:
- Bachelor's degree (Finance, Commerce, Economics, or related field preferred).
- Strong interest and knowledge in stock markets and investments.
- Good communication and interpersonal skills in English & Hindi
- Analytical mindset with attention to detail.
Why Join Us?
- Learn directly from experienced wealth managers.
- Exposure to live client cases and real market scenarios.
- Growth-oriented role with incentives and a clear path to a permanent position.
Appy with a cover letter & CV to
