Wealth Management Associate

Company Description Upright Wealth is a wealth management firm focused on helping clients build, preserve, and grow their financial assets through disciplined planning and investment strategies. The firm provides personalized advisory services that cater to diverse financial goals, from long-term wealth creation to retirement planning. Upright Wealth emphasizes integrity, transparency, and client-centric solutions, creating an environment where team members can learn directly from experienced professionals. The organization values continuous learning and offers exposure to real-world financial decision-making and client relationship management.
Role Description The Wealth Management Associate internship role at Upright Wealth is an on-site position based in Mumbai. Interns will support advisors with financial planning tasks, including data collection, preparation of financial reports, and assisting in portfolio reviews. Daily activities include conducting basic investment and market research, organizing client documentation, and helping prepare meeting materials and presentations. The role involves collaborating with team members to analyze client needs, maintaining accurate records in internal systems, and providing general administrative support to the wealth management team. Interns will have the opportunity to observe client interactions, learn about industry tools and processes, and gain practical exposure to wealth management best practices.
Qualifications
Candidates should possess foundational knowledge in Finance and Investments.
Candidates should possess skills in Financial Planning and basic portfolio analysis.
Candidates should possess strong Analytical Skills for interpreting data and market information.
Candidates should possess clear and professional Communication skills, both written and verbal.
Currently pursuing or recently completed a degree in Finance, Economics, Business, or a related field.
Proficiency in spreadsheets and presentation tools, with attention to detail and accuracy.
Ability to work on-site in Mumbai, manage multiple tasks, and collaborate effectively in a team setting.
Interest in wealth management, capital markets, and client advisory services, with a willingness to learn.

Work arrangement
No