About the role
As a Wealth Management Associate, you will work closely with financial advisors to manage client portfolios and assist with financial planning. Your responsibilities will include preparing reports, conducting client meetings, and providing administrative support to ensure seamless operations. This role is suitable for proactive individuals who excel in a supportive capacity and are interested in wealth management.
The hiring company values teamwork and offers opportunities for growth within the organization. If you are looking to kickstart your career in finance, this is a great opportunity.
What you'll do
- Assist in managing client portfolios
- Prepare financial reports
- Support client meetings
- Provide administrative assistance
What you'll need
- Bachelor's degree in finance or related field
- 1-3 years of relevant experience
- Strong organizational skills
Skills
Detail-oriented
Excellent communication
Ability to work in a team
Good to have
Familiarity with financial software
Knowledge of investment products
Benefits
- Flexible working hours
- Career growth opportunities
- Team-building activities
Interested in this role?
It takes about two minutes. Free to apply — IJNM never asks candidates for money.
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Questions about this job
What are the daily tasks in this role?
You will support financial advisors by preparing client reports and assisting in client meetings.
Is this position suitable for entry-level candidates?
Yes, candidates with 1 to 3 years of experience in finance can apply.
What is the work arrangement?
This is a part-time, hybrid role.
What is the expected salary for this position?
Salaries range from INR 30,000 to INR 60,000 per month.
How do I apply for this associate role?
Click "Apply Now" on this page to apply through IJNM. IJNM is recruiting for this role on behalf of a client employer.
Listing last updated