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Wealth Management Internship

InternshipRemoteonline
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Applications closed: 05/08/2026

Skills for this role

Skills we detected for this role.

  • Excel
  • Market Research

Opportunity brief

About the Company: JM Financial is a leading financial services group that provides a comprehensive range of services to a wide corporate, institutional and individual client base. With a strong focus on client-centric solutions, we are committed to delivering excellence in all aspects of wealth management. Responsibilities: Assist wealth managers in client portfolio analysis and financial planning. Conduct market research on various investment products and trends. Prepare presentations and reports for client meetings. Support the team in administrative tasks and client communication. Learn and apply financial concepts in a real-world setting. Requirements: Freshers with a strong interest in finance and wealth management. Background in Finance specialization (BBA, B.Com, MBA Finance, etc.). Excellent analytical and communication skills. Ability to work independently and as part of a team. Proficiency in MS Office Suite, especially Excel and PowerPoint.

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