Wealth Management Internship in Noida at Invesgate Edge
Wealth Management
Invesgate EdgeLocation(s): Noida
Start DateImmediately
Duration3 Months
StipendRs. ₹ 6,000 - 12,000 /month
Posted On9 Sep '25
Apply By15 Oct' 25
DESCRIPTION
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
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
Skill(s) required
Canva
Client Interaction
Effective Communication
Finance
Investing
MS-Office
Problem Solving
Research and Analytics
Earn certifications in these skills
Who can apply
Only those candidates can apply who:
1. are available for full time (in-office) internship
2. can start the internship between 9th Sep'25 and 14th Oct'25
3. are available for duration of 3 months
4. are from Noida only
5. have relevant skills and interests
* Women wanting to start/restart their career can also apply.
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
Perks
Certificate
Letter of recommendation
Flexible work hours
5 days a week
Number of openings
4
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.
Activity on Internshala
Hiring since June 2025
2 opportunities posted
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