About the role
The Wealth Management Associate will support financial advisors in managing client portfolios. You will assist in preparing investment proposals, conducting market research, and providing exceptional client service. This role is ideal for candidates who are detail-oriented and have a strong interest in financial markets.
Working in a hybrid model, you will enjoy a mix of in-office collaboration and remote work flexibility. The hiring company promotes a culture of continuous learning and professional growth, making this an exciting opportunity for recent graduates or those early in their career in finance.
What you'll do
- Assist financial advisors
- Conduct market research
- Prepare investment proposals
- Provide exceptional client service
What you'll need
- Bachelor's degree in Finance or Economics
- 1-3 years of experience in finance
- Strong analytical skills
Skills
Analytical skills
Client management
Communication skills
Good to have
Knowledge of investment products
Teamwork skills
Benefits
- Health benefits
- Skill development programs
- Flexible work arrangements
Interested in this role?
It takes about two minutes. Free to apply — IJNM never asks candidates for money.
Wealth Management Associate jobs in other cities
Questions about this job
What does a Wealth Management Associate do?
You will assist in managing client portfolios and preparing investment proposals.
What qualifications are necessary for this role?
A degree in Finance or a related field is required, along with a passion for financial markets.
Is this position hybrid?
Yes, this role offers a hybrid work model.
What is the expected salary range?
The salary ranges from INR 35,000 to INR 60,000 monthly.
Listing last updated