Cube Wealth

Wealth Management Intern

InternshipHybridVellore, Tamil Nadu2 months20K/mo7 openingsImmediate / Rolling

About this internship

Cube Wealth is hiring a Wealth Management Intern in Vellore — a hands-on, mentor-led internship built for students and 2026 freshers who want real exposure to wealth management rather than a certificate-only programme. About the role As a Wealth Management Intern at Cube Wealth, your core focus…

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Skills you'll use

Wealth ManagementMutual FundsPortfolio BasicsFinancial PlanningRisk ProfilingAdvanced ExcelClient CommunicationMarket AwarenessRegulatory BasicsReporting

What you'll do

Work on matching products to a client’s actual goals and risk appetite, not to this quarter’s push alongside the core team
Apply Wealth Management, Mutual Funds, Portfolio Basics, Financial Planning to live, production-facing problems
Document your work clearly for reviewers and stakeholders
Participate in reviews and act on the feedback you receive
Collaborate across engineering, product, design or business as required
Follow the team's quality, testing and documentation standards

Who can apply

Pursuing or recently completed B.Com/M.Com, BBA/MBA (Finance), CA/CS/CMA (inter or final) or B.A. (Economics)
Graduating batch 2025, 2026 or 2027 — final-year students and recent graduates welcome
60% / 6.0 CGPA and above preferred; strong project work is considered alongside academics
Working knowledge of Wealth Management, Mutual Funds, Portfolio Basics (or a genuine willingness to learn them)
Exposure to Financial Planning, Risk Profiling, Advanced Excel is an advantage
Clear written and verbal communication in English, and care with detail in your work
No prior work experience required — this is a fresher-friendly internship
Based in Vellore, Tamil Nadu or willing to work from there for the internship period

Perks & benefits

Internship CertificateLetter of RecommendationMentorship from a named mentorLive project experienceExposure to professional tools and workflowsBroad ownership and direct exposure to founders and senior decision-makers

Interview & selection process

4 rounds — typical selection flow for this role:

1Application screening & resume shortlisting by the talent team
2Team-fit / behavioural interview with the team
3Online aptitude / domain assessment
4HR discussion — stipend, start date, expectations and offer

About Cube Wealth

Cube Wealth operates in the wealth management sector and has an active presence in Vellore. Interns here are put on real work from the start, because the team's view is that the fastest way to learn a craft is to practise it under people who already do it well — not to watch it from a…

Visit Cube Wealth’s official website ↗

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