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Wealth Management Associate

Fresher   Pune, All India   09 Mar, 2026
AllianceBernstein Holding LP
Job LocationPune, All India
EducationNot Mentioned
SalaryNot Disclosed
IndustryBFSI
Functional AreaNot Mentioned
EmploymentTypeFull-time

Job Description

    As a Financial Assistant, you will play a crucial role in supporting senior wealth managers in providing financial advice to high-net-worth clients. Your main responsibilities will involve assisting in the development of financial plans, managing client portfolios, and preparing reports.Key Responsibilities:- Preparing client financial plans and presentations- Managing client portfolios and transactions- Conducting market research and analysis- Maintaining client relationships and communications- Preparing regular performance reports for clients- Staying updated on relevant regulations and compliance requirementsQualifications Required:- Bachelors degree in finance, economics, or a related field- 0-1 year of relevant experience in the financial industry- Excellent communication, interpersonal, and presentation skills- Strong organizational and time-management skills- Understanding of investment products and strategies- Series 7 and 66 licenses are a plusIn addition to the key responsibilities and qualifications, the company offers a competitive salary and benefits package, comprehensive training and development programs, a collaborative and supportive team environment, the opportunity to work with high-net-worth clients, paid time off and holidays.Your day-to-day activities may include client meetings, portfolio reviews, market research, report preparation, and maintaining client records. As a Financial Assistant, you will play a crucial role in supporting senior wealth managers in providing financial advice to high-net-worth clients. Your main responsibilities will involve assisting in the development of financial plans, managing client portfolios, and preparing reports.Key Responsibilities:- Preparing client financial plans and presentations- Managing client portfolios and transactions- Conducting market research and analysis- Maintaining client relationships and communications- Preparing regular performance reports for clients- Staying updated on relevant regulations and compliance requirementsQualifications Required:- Bachelors degree in finance, economics, or a related field- 0-1 year of relevant experience in the financial industry- Excellent communication, interpersonal, and presentation skills- Strong organizational and time-management skills- Understanding of investment products and strategies- Series 7 and 66 licenses are a plusIn addition to the key responsibilities and qualifications, the company offers a competitive salary and benefits package, comprehensive training and development programs, a collaborative and supportive team environment, the opportunity to work with high-net-worth clients, paid time off and holidays.Your day-to-day activities may include client meetings, portfolio reviews, market research, report preparation, and maintaining client records.

Keyskills :
Interpersonal skillsPresentation skillsExcellent communicationOrganizational skillsTimemanagement skillsUnderstanding of investment products

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