Browse more internships

Wealth Advisory Internship

Actively hiring

Wealth Advisory

MS Partners

Delhi

Start Date

Starts immediatelyImmediately

Duration

3 Months

Stipend

₹ 10,000 /month

APPLY BY

30 Apr' 24

212 applicants

About the internship

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

1. Acquire in-depth knowledge of a variety of financial products and services, including their benefits and potential risks
2. Assist in developing financial plans that align with client's long-term financial goals
3. Engage with potential clients to introduce our services, understand their financial needs, and establish relationships
4. Assist in the preparation and presentation of proposals and financial plans to prospects and clients
5. Participate in the end-to-end sales process, from initial contact through closure, ensuring client satisfaction and retention
6. Work collaboratively with senior advisors to refine selling techniques and strategies for financial planning and product sales

Earn certifications in these skills

Learn Financial modeling valuation

Learn Personal Finance

Who can apply

Only those candidates can apply who:

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

2. can start the internship between 15th Apr'24 and 20th May'24

3. are available for duration of 3 months

4. are from or open to relocate to Delhi and neighboring cities

5. have relevant skills and interests

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

Other requirements

1. Recent graduate or current student pursuing a degree in commerce or business administration (BBA)

2. Age not exceeding 22 years

3. Demonstrated interest in financial markets and personal financial advising

4. Strong analytical skills and attention to detail

5. Excellent verbal and written communication skills

6. Ability to operate both independently and as part of a team

7. Proficiency in Microsoft Office Suite and familiarity with financial planning software preferred

Perks

Informal dress code

Number of openings

About MS Partners

At MS Partners, we specialize in offering bespoke financial advice and products, focusing on services such as mutual funds, private mandates (PMs), alternative investment funds (AIF), insurance, tax planning, estate planning, retirement planning, and investment in alternative assets like art. We help our clients achieve their financial goals through strategic planning and personalized asset management.

Activity on Internshala

Hiring since April 2024

2 opportunities posted