Bhatia Investment · Internship

Intern – Investment Business

A 30-day practical internship for people who want to gain exposure to financial advisory, pension planning, insurance, client acquisition and real advisory processes.

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Gain practical exposure to advisory and client acquisition.

Vertical

Bhatia Investment

Focus

Finance · Insurance · Advisory · Client Acquisition

Type

Internship

Location

Remote / Hybrid

Role Overview

Gain practical exposure to the investment and advisory business.

During the internship, you learn the foundations of financial advisory, support acquisition processes, observe client conversations and understand how real advisory workflows are structured.

Advisory insight

Understand how financial advisory, pension planning, insurance and client needs are connected.

Client acquisition

Learn how client conversations are prepared, initiated and structured professionally.

Practical learning

Gain real exposure to advisory processes instead of only theoretical finance knowledge.

What You Will Do

Learn the foundations of advisory, acquisition and client-facing financial services.

This internship is built for people who want a practical first look into financial advisory, client conversations and structured acquisition processes.

Support acquisition processes

Help prepare outreach, client communication and structured follow-up activities.

Observe advisory conversations

Gain insight into real client conversations with experienced advisors and experts.

Learn financial topics

Understand basics around finance, insurance, pension planning and personal financial structure.

Support internal workflows

Help with documentation, preparation and simple operational tasks around advisory processes.

What We Look For

Curious people who want to understand finance, advisory and client acquisition.

Prior finance experience is not required. We care about learning speed, professionalism, reliability and interest in financial topics.

Learning mindset

You are open, curious and willing to learn quickly during a short practical internship.

Professional appearance

You communicate respectfully and understand the importance of trust in financial topics.

Interest in finance

You are interested in advisory, investment, pension planning, insurance or client acquisition.

Initiative

You are willing to take responsibility, ask questions and contribute actively.

Regulatory note

No §34f qualification is required for this internship role.

Application Process

A simple process focused on motivation, professionalism and learning fit.

Application

Send your CV and a short note about why you want to learn the investment and advisory business.

Intro Call

We discuss your background, motivation, availability and expectations.

Fit Check

We clarify whether the internship structure fits your goals and current situation.

Start

If there is a fit, you start with a practical onboarding into advisory and acquisition workflows.

Apply Now

Ready to gain practical investment business experience?

Apply for the Intern – Investment Business role and tell us why you want to learn financial advisory, client acquisition and investment-related processes.

Apply via Email Back to Careers

Application details

Please include your CV and a short message about your finance interest, availability and learning goals.

welcome@bhatia-capital.com

Subject

Application - Intern Investment Business

Documents

CV + short motivation note

Note

No §34f qualification required for this internship role.