About the role
In this role, you will assist financial advisors in developing investment strategies and managing client portfolios. You will conduct market research, prepare financial reports, and provide support during client meetings. This position is perfect for individuals who are motivated and have a strong understanding of investment principles. Our client's flexible work environment will allow you to balance your professional and personal commitments effectively.
What you'll do
- Support financial advisors
- Conduct market analysis
- Prepare financial documentation
- Assist in client relationship management
What you'll need
- Bachelor's degree in Finance or related field
- 2-4 years of experience in wealth management
- Strong analytical skills
Skills
Analytical skills
Communication skills
Client-focused approach
Good to have
Knowledge of investment products
Experience with financial planning software
Benefits
- Flexible working hours
- Professional growth opportunities
- Health and wellness benefits
Interested in this role?
It takes about two minutes. Free to apply — Career In Bank never asks candidates for money.
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Questions about this job
What are the key duties of a Wealth Management Associate?
You will assist in portfolio management, conduct research, and prepare reports.
Is this position part-time?
Yes, this is a part-time role with hybrid work options.
What experience is necessary for this job?
Candidates should have 2-4 years of experience in financial services.
What is the salary range for this position?
The salary ranges from INR 35,000 to INR 60,000 monthly.
How do I apply for this role?
Click "Apply Now" on this page to apply through Career In Bank. Career In Bank is recruiting for this role on behalf of a client employer.
Listing last updated