Wealth Management & Investment Advisory Intern

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Wealth Management & Investment Advisory

FWCA - Foundation Wealth Capital Avenues LLP

Start Date
Starts immediatelyImmediately
Duration
6 Months
Stipend
₹ 2,000 /month + Incentives
APPLY BY
8 Apr' 23
Posted 3 weeks ago
Internship with job offer

About the internship

Selected intern's day-to-day responsibilities include:

1. Connect with HNIs/SHNIs & understand their financial needs, in partnership with the investment advisors, coordinating their transactional needs, and helping resolve their issues/concerns
2. Assist the investment advisors by helping to process contacting prospective clients, booking client appointments, uncovering sales opportunities, and preparing client investment portfolios & other reports
3. Execute the portfolio suggestions under the supervision of the investment advisor
4. Assist with servicing existing clients and prospecting for new clients
5. Explain new products and services recommended to clients and answer their general questions
6. Process and follow up on member/client documentation for proper maintenance of records

Skill(s) required

Economics English Proficiency (Spoken) Financial literacy Marketing MS-Excel MS-Office

Who can apply

Only those candidates can apply who:

1. are available for full time (in-office) internship

2. can start the internship between 25th Mar'23 and 29th Apr'23

3. are available for duration of 6 months

4. have relevant skills and interests

* Women wanting to start/restart their career can also apply.

Perks

Certificate Letter of recommendation Informal dress code 5 days a week Job offer
Additional information

Job offer: On successful conversion to a permanent employee, the candidate can expect a salary of Rs. 200000 to 300000 /year

Stipend structure: This is a performance-based internship. In addition to the minimum-assured stipend, you will also be paid a performance-linked incentive (₹ 1000 per sale).

Number of openings

4

About FWCA - Foundation Wealth Capital Avenues LLP

FWCA is a comprehensive financial services & wealth management firm, committed to helping our clients improve their long-term financial success. Our highly customized programs are designed to grow, protect, and conserve our clients' wealth by delivering an unprecedented level of financial market expertise & personalized service. FWCA Team is a comprehensive financial services & wealth management organization, committed to helping people pursue their financial goals& objectives. We offer a wide range of financial products & services to individuals, business owners, companies, trusts, societies, or any other kind of entity.
Activity on Internshala
Hiring since January 2021
8 opportunities posted
6 candidates hired
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