Wealth Associate

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.