Associate Wealth Manager
Hyderabad – 16/08/2024
Job Title
Associate Wealth Manager
Job Location – Hyderabad
About Wealth First Finserv LLP
Wealth First, promoted in 2000, is an independent Investment Advisory Firm focused on “Treasury and Wealth Solutions”. We advise/manage assets in excess of Rs.8,000 Crores across corporates, family offices, Provident Funds, Trusts & HNIs We are a team of 25 client-focused investment professionals with relevant experience of 300+ years.
Our core team has been unchanged since our inception:
-10 Professionals with 25+ years experience each in Capital Markets
-Team strength of over 70
Recognition:
– Winner of the prestigious CNBC – TV 18 award for India’s Best Investment Advisor in the IFA segment
– Wealth First is a SEBI registered Investment Advisor and considers Ethics and Compliance to be the cornerstones of its investments services business
Job Description
We’re looking for a proactive and eager individual to join our team as an Associate Wealth Manager. This role is ideal for someone passionate about diving into the world of Wealth Management. If you’re a recent MBA graduate with good analytical skills or have limited experience, this could be the perfect opportunity for you to kick-start your career.
Key Responsibilities:
• Preparing Detailed Financial Plan and Associate work.
• Should be good at number crunching, ability to break information into meaningful data points and present it in a concise manner.
• Support the Operations Manager in overseeing various team functions including client support, technical assistance, form processing, data entry, and dispatch operations.
• Creating management dashboards, metrics for operations, reviewing the same and ensure those metrics & targets are met.
• Creating daily, weekly & monthly reports.
• Collaborate with the team to process corporate actions accurately within our proprietary system.
• Generate daily, weekly, and monthly reports to track operational performance.
• Coordinate with the IT team to contribute ideas and support in implementing new enhancements.
• Preference to candidates with prior experience in similar profile.
Skills and Qualifications:
• CWM or NISM qualification in relevant fields
• MBA with B.Tech or B.Com, with 0-1 years’ experience.
• Strong desire to learn and grow in the field of Wealth Management.
• Decent communication skills.
• Efficient in MS-Office.
• Candidates should be well versed with Financial Products
Key Responsibilities:
• Preparing Detailed Financial Plan and Associate work.
• Should be good at number crunching, ability to break information into meaningful data points and present it in a concise manner.
• Support the Operations Manager in overseeing various team functions including client support, technical assistance, form processing, data entry, and dispatch operations.
• Creating management dashboards, metrics for operations, reviewing the same and ensure those metrics & targets are met.
• Creating daily, weekly & monthly reports.
• Collaborate with the team to process corporate actions accurately within our proprietary system.
• Generate daily, weekly, and monthly reports to track operational performance.
• Coordinate with the IT team to contribute ideas and support in implementing new enhancements.
• Preference to candidates with prior experience in similar profile.
Skills and Qualifications:
• CWM or NISM qualification in relevant fields
• MBA with B.Tech or B.Com, with 0-1 years’ experience.
• Strong desire to learn and grow in the field of Wealth Management.
• Decent communication skills.
• Efficient in MS-Office.
• Candidates should be well versed with Financial Products
