Company Description PInterview is an innovative online platform focused on delivering high-quality practice and learning experiences for interview preparation. The platform offers live, one-to-one online mock interviews via video or phone with industry professionals and domain experts to help students and professionals enhance their interview skills. PInterview supports a wide range of interview types, including admission, placement, job, HR, coding, technical, and bank PO interviews. Driven by a mission to reshape how students and job seekers prepare for interviews, PInterview aims to help future leaders achieve their potential through expert career consulting services across the globe. Role Description The Assistant Wealth Manager is a full-time, remote role responsible for supporting the delivery of financial guidance and wealth management services to PInterview’s clients. Day-to-day tasks include assisting in developing and maintaining financial plans, conducting investment research, and preparing client reports and presentations. The role involves helping to manage investment portfolios, monitoring market trends, and supporting recommendations aligned with clients’ risk profiles and long-term objectives. The Assistant Wealth Manager will also collaborate with senior advisors, respond to client inquiries,



maintain accurate documentation, and ensure compliance with relevant financial regulations and internal policies. Qualifications
• Candidates should possess skills in Financial Planning and Finance to support comprehensive wealth strategies and client advisory work.
• Candidates should possess skills in Investment Management and Investments to assist in portfolio construction, monitoring, and performance analysis.
• Candidates should possess skills in Insurance to help integrate risk management and protection solutions into client plans.
• Robust analytical and quantitative skills, with the ability to interpret financial data and market information.
• Excellent written and verbal communication skills, with a client-centered approach and attention to detail.
• Ability to work independently in a remote environment, manage multiple priorities, and collaborate effectively with a distributed team.
• Bachelor’s degree in Finance, Economics, Business, or a related field; relevant certifications (e.g., CFP, CFA level candidate) are an advantage.
• Familiarity with financial planning software, portfolio management tools, and standard office applications is beneficial.

📌 Assistant Wealth Manager (India)
🏢 PInterview
📍 India