About the role
In this entry-level role, you will support wealth management advisors in delivering personalized financial solutions to clients. You will assist in preparing financial reports, conducting market research, and communicating with clients about their investment strategies. This position is ideal for recent graduates or professionals looking to start their career in finance. You will receive training and mentorship from experienced advisors.
What you'll do
- Assist advisors in client portfolio management
- Conduct market research and analysis
- Prepare financial documents and reports
- Communicate with clients about their financial needs
What you'll need
- Bachelor's degree in finance, economics, or a related field
- Strong interest in wealth management
- Excellent communication skills
Skills
Analytical skills
Strong interpersonal skills
Proficiency in MS Office
Good to have
Knowledge of investment products
Familiarity with financial planning software
Benefits
- Health insurance
- Training and mentorship
- Performance bonuses
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 are the main duties of a Wealth Management Associate?
You will assist in client communications, prepare reports, and support investment strategies.
Is prior experience necessary for this role?
No, this role is suitable for fresh graduates.
Where is the job located?
The position is based in our Thiruvananthapuram office.
Listing last updated