Website:
invesgate.in
Job details:
Company Description
Invesgate Edge LLP is a trusted partner in wealth management and financial planning, with over 24 years of combined expertise. Headquartered in Alphathum Tower B, Sector 90, Noida, the firm serves clients across India and internationally. Specializing in tailored, research-driven solutions, Invesgate Edge offers a comprehensive range of services, including mutual funds, insurance, portfolio management services (PMS), alternative investment funds (AIFs), equity investments, financial and estate planning, and loan solutions. Guided by a philosophy of courage, vision, and patience, the team prioritizes client trust, transparency, and long-term collaboration to simplify the investment journey and achieve financial goals. Invesgate Edge is AMFI registered (ARN-164158).
Role Description
As a Wealth Manager you will be responsible for assisting with financial planning, investment management, and client portfolio analysis. You will help identify client financial goals, recommend suitable investment strategies, and support relationship management with both new and existing clients. Additional responsibilities include preparing reports, conducting market research, and assisting in strategizing wealth management solutions. This is an on-site internship role based in Noida.
Qualifications
- Proficiency in Financial Planning and Investments
- Knowledge of Investment Management and financial instruments
- Understanding of Insurance and its role in financial security
- Strong analytical, problem-solving, and communication skills
- Bachelor’s degree (completed or pursuing) in Finance, Economics, or a related field
- Proficiency in tools for financial analysis and reporting is an advantage
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