Wealth Management Associate

IJNM · recruiting for a confidential client

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Listing updated

Pay
₹30,000–50,000 a month
Location
Dibrugarh, Assam
Work mode
Hybrid
Job type
Part time
Experience
1–3 yrs
Category
Wealth Management

Join our client as a Wealth Management Associate and assist in managing client portfolios.

Apply now

About the role

In the role of Wealth Management Associate, you will support senior wealth managers in developing and implementing investment strategies for clients. Your responsibilities will include conducting market research, preparing reports, and ensuring client satisfaction through regular communication and updates. This part-time position is ideal for individuals looking to gain valuable experience in the wealth management sector while balancing other commitments.

You will have the opportunity to learn from experienced professionals and develop your skills in portfolio management, client interaction, and financial analysis. If you are motivated and eager to learn, we invite you to apply.

What you'll do

  • Support senior wealth managers in client interactions.
  • Conduct market and investment research.
  • Prepare financial reports for clients.
  • Ensure timely communication with clients regarding their portfolios.

What you'll need

  • Bachelor's degree in Finance, Business, or related field.
  • Basic understanding of investment principles.
  • Strong analytical skills and attention to detail.

Skills

Strong communication and interpersonal skills. Proficiency in financial analysis. Ability to work in a team environment.

Good to have

Familiarity with wealth management software. Previous experience in client servicing.

Benefits

  • Flexible working hours.
  • Opportunities for professional growth.
  • Competitive salary.

Interested in this role?

It takes about two minutes. Free to apply — IJNM never asks candidates for money.

Apply now

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Questions about this job

What are the key responsibilities of this role?
You'll assist in managing client portfolios and conduct market research.
Is this a part-time position?
Yes, this role is part-time with a hybrid work mode.
What experience is needed?
1-3 years of experience in finance or wealth management is preferred.

Listing last updated

Wealth Management Associate

₹30,000–50,000 a month

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