Wealth Management - Internship

About the internship:

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

1. Client Interaction
Understand clients' financial goals, risk tolerance, and preferences
Assist in ongoing communication and portfolio reviews

2. Financial Planning
Help in creating and implementing customized investment strategies

3. Research & Reporting
Track market trends, tax laws, and new investment products
Compile analysis and insights for internal and client use

4. Support in Sales & Marketing
Participate in tele-calling, webinars, and meetings for client acquisition

5. Execution & Coordination
Assist internal teams with transaction execution
Update client records in CRM tools

6. Continuous Learning
Stay updated with economic and regulatory developments

Who can apply:

Only those candidates can apply who:

1. are available for full time (in-office) internship
2. can start the internship between 4th Nov'25 and 9th Dec'25
3. are available for duration of 3 months
4. are from Noida only
5. have relevant skills and interests
6. * Women wanting to start/restart their career can also apply.

Stipend:

INR₹ 6,000 - 12,000 /month

Deadline:

2025-12-04 23:59:59

Other perks:

Certificate, Letter of recommendation, Flexible work hours, Free snacks & beverages

Skills required:

MS-Office, Finance, Client Interaction, Problem Solving, Canva, Research and Analytics, Investing and Effective Communication

Other Requirements:

Background in Finance, Economics, or Business Administration

Freshers with strong passion for investment advisory are encouraged

Candidates with an analytical mindset and interest in wealth management

Commitment to client service and a high degree of professional integrity

Interest in building a long-term career in financial services

About Company:

Invesgate Edge LLP is a registered and reputed wealth management and financial advisory firm operating from Noida, Uttar Pradesh. Established by professionals with over two decades of combined experience in the Indian financial markets, the firm has positioned itself as a trusted advisor and strategic partner in wealth creation. Invesgate Edge LLP specializes in delivering tailored financial solutions to a diverse clientele, including high-net-worth individuals (HNIs), retail investors, Non-Resident Indians (NRIs), and institutional clients. The company is registered with the Association of Mutual Funds in India (AMFI), bearing the ARN code ARN-164158.