WEALTH MANAGER INTERN @ FUNDLIGHTS
FundLights is a growing fintech startup dedicated to employee wealth creation and long-term retention. The company specializes in helping businesses offer structured, investment-based benefits to their employees, fostering a culture of financial security and professional growth. We are seeking a motivated Wealth Manager Intern to join our remote team and support our day-to-day operations focused on retail investment solutions.
In this role, you will be responsible for onboarding new customers onto Mutual Fund platforms and providing suggestions for suitable investment options based on specific client requirements. You will also assist in basic financial planning, track portfolios, and maintain clear, professional communication with clients. This internship provides direct learning opportunities from the company founders and hands-on experience in the wealth management industry, with a potential opportunity for a full-time role based on performance.
In this role, you will be responsible for onboarding new customers onto Mutual Fund platforms and providing suggestions for suitable investment options based on specific client requirements. You will also assist in basic financial planning, track portfolios, and maintain clear, professional communication with clients. This internship provides direct learning opportunities from the company founders and hands-on experience in the wealth management industry, with a potential opportunity for a full-time role based on performance.
Key Requirements
Good understanding of Mutual Funds
Ability to explain and suggest MF investments confidently
Strong communication skills in both Hindi and English
Currently pursuing or completed BBA, MBA, BCom, or similar Finance Course
Final-year students and freshers are welcome to apply
Must possess a personal laptop for work
Must have a stable and reliable internet connection
Basic knowledge of financial planning principles
Ability to handle client onboarding processes efficiently
Strong organizational skills for portfolio tracking