Wealth Management Associate

Career In Bank · recruiting for a confidential client

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Listing updated

Pay
₹15,000–20,000 a month
Location
Ludhiana, Punjab
Work mode
Hybrid
Job type
Internship
Experience
0–1 yr
Category
Wealth Management

Exciting internship opportunity for a Wealth Management Associate in Ludhiana. Perfect for those looking to gain hands-on experience in finance.

Apply now

About the role

As a Wealth Management Associate intern, you will play a crucial role in supporting the wealth management team in delivering exceptional services to high-net-worth clients. This internship offers a hybrid work model, providing you with the flexibility to learn both remotely and onsite.

Your responsibilities will include researching investment opportunities, preparing comprehensive financial presentations, and analyzing market trends to help clients make informed decisions. This role is particularly suited for finance students or recent graduates who are eager to gain practical experience in wealth management and investment strategies.

What you'll do

  • Assist with client portfolio management
  • Research investment opportunities
  • Prepare financial reports and presentations
  • Analyze market trends and client needs

What you'll need

  • Pursuing or completed degree in Finance, Business, or related field
  • Interest in wealth management
  • Basic understanding of financial concepts

Skills

Analytical skills Strong communication skills Team collaboration

Good to have

Familiarity with financial markets Proficiency in MS Office applications

Benefits

  • Hands-on experience in wealth management
  • Mentorship from industry professionals
  • Opportunity for full-time employment post-internship

Interested in this role?

It takes about two minutes. Free to apply — Career In Bank never asks candidates for money.

Apply now

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Questions about this job

What will I be doing as a Wealth Management Associate intern?
You will assist in investment research, client presentations, and market analysis.
Is prior experience necessary for this internship?
No, this internship is suitable for students or recent graduates.
What qualifications are preferred?
A degree in finance, business, or a related field is preferred.

Listing last updated

Wealth Management Associate

₹15,000–20,000 a month

Apply