About the role
As a Wealth Management Associate, your primary role will be to assist financial advisors in managing client portfolios and preparing investment strategies. You will engage with clients to gather information, help in research, and contribute to the development of investment proposals. This part-time position offers a hybrid work model, allowing for flexibility while gaining valuable experience in wealth management. Ideal for recent graduates or individuals looking to enter the finance sector, this role provides a solid foundation for your career.
What you'll do
- Support financial advisors with client inquiries
- Assist in research and data analysis for portfolios
- Prepare reports and investment proposals
- Maintain client records and documentation
What you'll need
- Bachelor's degree or pursuing a degree in Finance
- Strong communication skills
- Interest in financial markets and investment strategies
Skills
Strong analytical skills
Excellent communication abilities
Basic knowledge of financial products
Good to have
Experience with CRM systems
Familiarity with investment strategies
Benefits
- Flexible working hours
- Exposure to wealth management practices
- Mentorship from experienced financial advisors
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 qualifications should I have for this role?
Recent graduates or those with relevant coursework in finance are encouraged to apply.
Is this role part-time or full-time?
This is a part-time position.
What is the salary range for a Wealth Management Associate?
The salary ranges from INR 20,000 to INR 40,000 per month.
What does a typical day look like for this role?
You will assist advisors with client communications, research, and portfolio management.
How do I apply for this position?
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.
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