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Wealth Management Associate

13.00 to 23.00 Years   Gurugram   31 Jan, 2024
Vaishnavi Services
Job LocationGurugram
EducationNot Mentioned
SalaryRs 14 - 26 Lakh/Yr
IndustryOil & Gas / Petroleum
Functional AreaSite Engineering / Project ManagementGeneral / Operations Management
EmploymentTypeFull-time

Job Description

    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.

Keyskills :
allocationdiligenceassetinsuranceportfolioretirement planninginvestmentmanagementcustomer servicedueannuitiesproductsfinancial

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