Management Intern

About the Role

This is a full-time Wealth Management Intern role based in Chandigarh in a hybrid model. The internship is designed to provide hands-on exposure to holistic wealth management, financial planning, and advisory processes in a professional environment.

Key Responsibilities

• Support wealth managers in researching investment products.
• Analyze client portfolios.
• Prepare financial plans across mutual funds, insurance, loans, and other products.
• Assist with data collection.
• Prepare reports and presentations.
• Update client records and dashboards.
• Help monitor portfolio performance and market developments.
• Coordinate with internal teams.
• Help draft client communication.
• Support client meetings through documentation and follow-ups.

Requirements & Tech Stack

• Comfort with technology and digital tools, including portfolio tracking apps, CRM systems, and virtual collaboration platforms.
• Ability to use spreadsheets and presentation tools.

Qualifications

• Strong foundation in finance, economics, business, or related fields.
• Interest in wealth management, personal finance, and investments.
• Ability to analyze financial data and interpret basic investment metrics.
• Effective written and verbal communication skills.
• High level of integrity, professionalism, and client-centric mindset.
• Respect for confidentiality and ethical standards.
• Strong organizational and time-management skills.
• Ability to prioritize tasks and meet deadlines.
• Currently pursuing or recently completed a bachelor’s degree in Commerce, Finance, Economics, Management, or a related discipline.
• Relevant certifications (e.g., NISM, CFP, or similar) are a plus.
• Prior internship or project experience in financial services, wealth management, or related areas is preferred but not mandatory.