About the role
As a Wealth Management Associate, you will assist financial advisors in managing client relationships and portfolios. Your responsibilities will include preparing financial reports, conducting market research, and assisting in the development of investment strategies. This role is ideal for those seeking to grow their careers in wealth management while working part-time.
The hiring company values a collaborative environment and provides ample training. If you are keen on finance and enjoy helping clients achieve their financial goals, we encourage you to apply.
What you'll do
- Assist in managing client portfolios
- Prepare financial reports and presentations
- Conduct market research
- Support financial advisors in client meetings
What you'll need
- Bachelor's degree in Finance or related field
- 1-3 years of experience in finance or customer service
- Strong analytical and communication skills
Skills
Client relationship management
Analytical skills
Basic knowledge of investment products
Good to have
Experience in wealth management
Knowledge of financial planning tools
Benefits
- Flexible schedule
- Training and mentorship
- Opportunity for career advancement
Interested in this role?
It takes about two minutes. Free to apply — BJNM never asks candidates for money.
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Questions about this job
What does the Wealth Management Associate do?
You will assist financial advisors and manage client portfolios.
Is this a part-time position?
Yes, this role is part-time with hybrid work options.
What is the expected salary for this role?
The salary ranges from INR 25,000 to INR 40,000 monthly.
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