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Job details:
Wealth Management & Financial Advisory Intern
We are a growing financial services partnership firm operating in the FinTech and wealth management space, offering a diverse range of investment solutions, financial products, and advisory services. We are seeking motivated and entrepreneurial interns who are interested in building a career in wealth management, financial advisory, and investment-related domains.
Key Responsibilities:
- Assist in client acquisition and relationship management for investment products
- Support advisory activities across wealth management and financial planning
- Conduct market research on financial instruments, investment trends, and client needs
- Participate in structuring and presenting investment solutions to clients
- Work closely with the team on financial product distribution (including investments, term plans, and related offerings)
- Contribute to portfolio analysis and basic financial planning strategies
- Engage in business development initiatives and networking activities
- Build and maintain a pipeline of potential investors and clients
- Assist in preparing reports, presentations, and client communication materials
Eligibility & Requirements:
- Strong interest in finance, investment banking, or wealth management
- Good communication and interpersonal skills
- Self-driven, target-oriented, and entrepreneurial mindset
- Basic understanding of financial markets is preferred (not mandatory)
Internship Details:
- Mode: Hybrid (Online + On-ground activities)
- Timings: Flexible working hours
- Duration: Minimum 1–3 months (extendable based on performance)
Compensation & Benefits:
- Stipend: 100% performance-based (linked to investments facilitated for the firm)
- Hands-on exposure to real-world financial advisory and investment processes
- Mentorship from experienced professionals in financial services
- Opportunity to develop practical skills in client handling and investment advisory
Certification Criteria:
- Interns must facilitate a minimum client investment of ₹10,000 (by coordinating with clients and enabling investments into the organization’s financial products) to be eligible for a Certificate of Completion
- This internship is ideal for individuals who are serious about building a career in finance, wealth management, and investment advisory, and are eager to gain practical, performance-driven experience.
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