Wealth Advisory Intern
Insights
-
Date posted
July 13, 2025
-
Closing date
August 12, 2025
-
Location
Bengaluru
-
Offered Stipend
Max: ₹6,000/hour
-
Duration
2 Months
-
Degree
B.Com
-
Year of Study
Third Year
Description
About the Role
You will assist senior advisors in designing wealth management strategies for HNIs and family office clients. This role blends exposure to estate planning, tax optimization, and risk profiling.
Responsibilities
Prepare financial planning reports and asset allocation breakdowns
Research market instruments suited to client goals
Support client meeting notes and KYC documentation
Ideal Candidate
Strong interpersonal and numerical skills
Understanding of mutual funds, bonds, insurance products
Bonus: Certification or coursework in CFP or financial planning
Greatness Starts Here
25 days left to apply