Wealth Management - Internship
Invesgate Edge
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
Required Skills
About Invesgate Edge
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.
Job Summary
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Take the next step in your career journey. Join Invesgate Edge and make an impact.