Wealth Management Associate

KeralaCarts · recruiting for a confidential client

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Listing updated

Pay
₹15,000–25,000 a month
Location
Kanpur, Uttar Pradesh
Work mode
On-site
Job type
Internship
Experience
0–1 yr
Category
Fintech

Join our fintech company as a Wealth Management Associate intern. This role is ideal for fresh graduates looking to start a career in wealth management.

Apply now

About the role

We are seeking a motivated Wealth Management Associate to join our client's team in Kanpur. In this role, you will assist clients in managing their investment portfolios and provide guidance on financial planning strategies.

The ideal candidate should have strong analytical skills, excellent communication abilities, and a passion for finance. You will work closely with senior advisors to develop tailored investment solutions that meet client needs.

As a Wealth Management Associate, you will gain valuable experience in the financial services industry and have opportunities for professional growth. This position is suitable for fresh graduates eager to start their careers in wealth management.

What you'll do

  • Assist in client meetings
  • Research financial markets
  • Support the wealth management team
  • Prepare client reports

What you'll need

  • Recent graduate in Finance, Economics, or related field
  • Strong interest in wealth management
  • Good communication skills

Skills

Strong analytical skills Attention to detail Excellent communication

Good to have

Familiarity with financial software Basic understanding of investment strategies

Benefits

  • Hands-on experience
  • Mentorship from industry professionals
  • Networking opportunities

Interested in this role?

It takes about two minutes. Free to apply — KeralaCarts 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 client interactions, learn about financial products, and support wealth management activities.
Is prior experience required for this internship?
No prior experience is required; fresh graduates are encouraged to apply.
What is the duration of the internship?
The internship is typically for a duration of 6 months.
What is the salary for this internship?
The salary ranges from INR 15,000 to INR 25,000 per month.

Listing last updated

Wealth Management Associate

₹15,000–25,000 a month

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