Posted By
Job Views:
392
392
Applications: 145
Recruiter Actions: 108
Posted in
Banking & Finance
Job Code
1639219
Wealth Associate
About Company:
It is a leading financial services provider specializing in Pre-IPO & Unlisted Shares, Wealth Management, Insurance Planning, and Mutual Funds. We offer tailor-made solutions to help our clients achieve their strategic financial objectives, ensuring long-term wealth creation through bespoke investment strategies.
Key Responsibilities:
- Understanding Financial Markets: Gain in-depth knowledge of Pre-IPO, Unlisted Shares, and Wealth Management services.
- Client Advisory: Assist HNIs and Ultra-HNIs in strategic investment decisions, ensuring alignment with their financial goals.
- Business Development: Identify potential clients, pitch investment opportunities, and grow the client base.
- Portfolio Management: Help clients structure and optimize their investment portfolios with a focus on risk management and long-term wealth creation.
- Investment Research: Stay updated on market trends, new Pre-IPO opportunities, and wealth management strategies.
- Client Communication: Maintain strong client relationships through regular communication, portfolio reviews, and personalized investment insights.
- Compliance & Governance: Ensure adherence to SEBI regulations and NISM certification requirements.
- Report & Presentation Preparation: Develop investment proposals, reports, and financial presentations for clients.
Qualifications & Skills:
- Education: CA / CFA / MBA (Finance) or related fields.
- Certifications: NISM Series 10A & 10B (preferred).
- Experience: Demonstrated track record in Wealth Management, Pre-IPO investments, or financial advisory.
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Posted By
Job Views:
392
392
Applications: 145
Recruiter Actions: 108
Posted in
Banking & Finance
Job Code
1639219
