skillindiajobs
Register for Job
Hyderabad Jobs
Banglore Jobs
Chennai Jobs
Delhi Jobs
Ahmedabad Jobs
Mumbai Jobs
Pune Jobs
Vijayawada Jobs
Gurgaon Jobs
Noida Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

Wealth Management Associate

5.00 to 10.00 Years   Noida, Chennai, Hyderabad, Gurugram   30 Aug, 2022
M/S V V R INFRASTRUCTURE
Job LocationNoida, Chennai, Hyderabad, Gurugram
EducationNot Mentioned
SalaryRs 3.0 - 9 Lakh/Yr
IndustryEnvironment / Waste Management
Functional AreaEvent ManagementOperations Management / Process Analysis
EmploymentTypeFull-time

Job Description

    We are looking for a wealth management associate to assist the wealth manager and our clients with investments and other financial endeavors. Your responsibilities will include client relations and handling queries.To be successful as a wealth management associate, you should have great product and investment knowledge and an understanding of complex financial information. Ultimately, a top-notch wealth management associate should cultivate client relationships and have excellent attention to detail.Wealth Management Associate Responsibilities:
    • Researching market trends and assisting with the development of investment plans in collaboration with the wealth manager.
    • Managing relationships with clients on behalf of the wealth manager.
    • Providing support on products and services to the wealth manager and our clients.
    • Resolving the issues and concerns of clients with input from the wealth manager.
    • Completing and submitting investment-related documents, including applications and withdrawal forms.
    • Compiling customized investment presentations for potential and existing clients.
    • Analyzing financial statements and market trends, and compiling reports for the wealth manager and clients.
    • Performing day-to-day administrative tasks, such as responding to client emails and requests.
    Wealth Management Associate Requirements:
    • A degree in finance, economics, management, or a related field.
    • A minimum of 5 years of experience in the financial services industry.
    • CFP and CFA certification will be advantageous.
    • Analytical thinking skills.
    • Ability to grasp and interpret complex financial and investment-related information.
    • Extensive knowledge of financial investment, tax, and financial planning.
    • Strong mathematical skills.
    • Self-motivated and confident with strong work ethics.
    • Advanced knowledge of Excel and PowerPoint, and great presentation skills.
    • Ability to work independently.

Keyskills :
websphere application serverwebmethodsmanagement accountingasset managementstatutory accountingaccounting standardsmanagement information system

APPLY NOW

Wealth Management Associate Related Jobs

© 2020 Skillindia All Rights Reserved