Wealth Management Associate

LocoJobs · recruiting for a confidential client

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Listing updated

Pay
₹15,000–25,000 a month
Location
Delhi, Delhi
Work mode
Hybrid
Job type
Internship
Experience
0–1 yr
Category
Wealth Management

Our client is seeking a Wealth Management Associate intern to assist in managing client portfolios.

Apply now

About the role

We are looking for a Wealth Management Associate to join our client's team in Delhi. In this role, you will assist in managing client portfolios, providing tailored financial advice, and ensuring that clients’ investment strategies align with their financial goals.

The ideal candidate will have a strong understanding of financial markets and investment products, along with excellent communication skills to build relationships with clients. You will be responsible for conducting market research, preparing financial reports, and supporting senior advisors in developing investment strategies.

This position offers a great opportunity to grow your career in wealth management, working alongside experienced professionals in a dynamic environment.

What you'll do

  • Assist in managing client portfolios
  • Conduct market research and analysis
  • Support client communications

What you'll need

  • Bachelor's degree or pursuing a degree in finance or related field
  • Strong interest in wealth management
  • Good analytical skills

Skills

Strong communication skills Analytical thinking Proficiency in Microsoft Office

Good to have

Knowledge of investment strategies Familiarity with financial software

Benefits

  • Hands-on experience in wealth management
  • Networking opportunities
  • Mentorship from experienced professionals

Interested in this role?

It takes about two minutes. Free to apply — LocoJobs never asks candidates for money.

Apply now

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Questions about this job

What tasks will I be performing?
You will assist with client meetings, data analysis, and portfolio management.
Is prior experience required for this internship?
No, this role is open to candidates with little to no prior experience.
What is the work schedule like?
This is a hybrid internship with flexible working hours.

Listing last updated

Wealth Management Associate

₹15,000–25,000 a month

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