About the role
In this role, you will support the wealth management team by analyzing client portfolios, researching investment opportunities, and providing exceptional customer service. You will assist clients in achieving their financial goals while building long-term relationships. This position is suitable for individuals who are detail-oriented and interested in a career in finance. Our client offers a collaborative environment with opportunities for career advancement.
What you'll do
- Analyze and manage client investment portfolios
- Assist in researching market trends and investment opportunities
- Support clients in achieving their financial goals
- Maintain strong client relationships
What you'll need
- Bachelor's degree in Finance or related field
- 1-3 years of experience in wealth management or finance
- Strong analytical skills
Skills
Proficiency in MS Excel and financial software
Excellent communication and interpersonal skills
Detail-oriented and organized
Good to have
Knowledge of investment products
Experience with client relationship management
Benefits
- Competitive salary
- Performance bonuses
- Health insurance
Interested in this role?
It takes about two minutes. Free to apply — KeralaCarts never asks candidates for money.
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Questions about this job
What are the day-to-day tasks of a Wealth Management Associate?
You will analyze client portfolios, research investment opportunities, and assist in financial planning.
What qualifications are needed for this role?
Candidates should have a degree in Finance or a related field and 1-3 years of experience.
Is this position onsite or remote?
This is an onsite position based in Thane.
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