Wealth Associate
Mumbai – 21/05/2024
Job Title
Wealth Associate
Job Location – Connaught Place Office-New Delhi
Company Overview:
Catering to 1000s of clients from last 2 decades and offering our solution to be your partner for :
- Wealth management & Estate planning.
- Company Listing, Lending & Fund Raising Solutions.
- NRI Investments & Services.
- Legal & Taxation Advisory.
- Corporate services, anything & everything which helps you scale your business.
We are looking for a passionate Wealth Associate with a primary focus on Portfolio Planning,
Relationship Management, and Client acquisition. As a Wealth Manager, you will work
closely with both Retail & high-net-worth clients, providing strategic financial guidance, and
implementing tailored wealth management strategies.
Responsibilities:
1. Client Acquisition Strategy:
– Develop and execute effective strategies to acquire new clients, aligning with overall
business objectives.
– Utilize market research and industry knowledge to identify potential clients and opportunities
for growth.
2. Portfolio Planning:
– Conduct in-depth consultations with clients to understand their financial goals, risk tolerance,
and preferences.
– Develop and Present holistic financial plans with different assets like Mutual Funds, AIF,
PMS, Insurance, and fixed-income instruments that align with clients’ short-term and
long-term objectives.
3. Performance Monitoring:
– Regularly review and adjust clients’ portfolios based on market changes, economic
conditions, and individual goals.
– Provide transparent and regular performance updates to clients.
Qualifications:
– Bachelor’s degree in Finance, Business, or a related field.
– Well-versed with Mutual Funds, Insurance, Fixed Incomes & Alternatives.
– Strong interpersonal and communication skills.
– Good at Asset Allocation, Sales & Relationship Management.
– Should be serious about staying with us for the long term.
Benefits:
– Competitive Salary.
– Regular Training and Interactions with leading Fund Managers of Top AMCs.
– Opportunities for career advancement.
– Comprehensive training and mentorship programs.
If you are someone who has an open mind to explore the immense opportunity in Financial
Investment Products and is creative enough to expand our client base with a passion for Wealth
Management, we invite you to apply for the Wealth Associate Position.
Join us on an insightful journey and contribute to the continued success of Addwell Wealth.
