Wealth Management Intern

Company Description

Wealth Wielders Services Pvt. Ltd., founded in 2024, is committed to empowering individuals, families, and corporations to achieve financial freedom through tailored, transparent, and technology-driven wealth management solutions. Offering a holistic approach, the firm provides a wide range of services, including Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), tax planning, insurance, loans, and diverse asset management strategies. Wealth Wielders emphasises trust, integrity, and personalised services to build lasting relationships and deliver goal-oriented investment strategies for individuals, high-net-worth investors (HNIs), and corporates.

Role Description

This is a full-time hybrid role for a Wealth Management Intern based in Chandigarh, with some flexibility for remote work. The intern will assist in developing personalised investment strategies, conducting market research, preparing financial analysis, and supporting client meetings. Additional responsibilities will include tracking financial trends, maintaining client records, assisting with portfolio management, and providing support in financial planning, including tax and insurance advisory.

Qualifications

• Basic understanding of Wealth Management concepts, Investment Advisory, and Portfolio Management Services (PMS)
• Knowledge or exposure to Mutual Funds, Tax Planning, and Insurance Advisory
• Strong analytical and research skills with an ability to interpret financial data
• Proficiency in written and verbal communication for creating reports and presenting to clients
• Familiarity with financial tools, technology platforms, and advanced proficiency in Microsoft Office Suite
• Ability to work independently and collaboratively in a hybrid work environment
• Currently pursuing or completed a degree in Finance, Economics, Business Administration, or a related field
• Prior internships or certifications in finance or wealth management are considered an asset.