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    Job · 16366137

    PUNE · FULLTIME

    Private Wealth Support Associate

    AllianceBernstein logo

    AllianceBernstein

    Pune · onsite · Posted 43d ago

    Sourced fromNaukri
    Undisclosed2–3 yrsfulltimePune

    About a minute. You'll make an account on the way through.

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    Section · 01

    About this role

    Support Associate
    Company Description
    As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition is simple: to be our clients most valued asset-management partner.

    Position Overview:
    We are looking for a Private Wealth Support Associate to work in a team that supports multiple Wealth Advisors and their clients. The Support Associate will gain exposure to the full breadth of the prospecting & client service processes, as this role is responsible for the aspects of client service management, including the administrative, transactional and operational functions within the Private Wealth group. This is an exciting and challenging opportunity that will give qualified candidates exposure to advisors, internal business partners, and many other departments within Bernstein Private Wealth Management.
    A Private Wealth Support Associate will:
    • Partner directly with Wealth Advisors and their Client Service Associates to execute the operational needs of the practice, such as performance reporting, client/prospect meeting preparation, account creation and maintenance, & portfolio analysis
    • Partner with Client Service Associates to accomplish a common goal of providing exceptional service
    • Interact and network with senior professionals throughout the firm to fuel career success
    • Ensure accurate and timely completion of responsibilities
    Training Program:
    Private Wealth Support Associates will participate in a comprehensive and robust training program. The customized program will enable Associates to build a foundation of knowledge and develop skills needed to process operational tasks, achieve client service excellence and fuel success as a financial professional. Curriculum will be delivered both in a formal classroom and on the job setting.
    Qualifications:
    The ideal candidate should:
    • Have a postgraduate/master s degree or equivalent in business, finance or economics with excellence in academics and strong leadership experience.
    • Have 2 to 3 years of industry experience.
    • Be an accomplished team player who seeks a rigorous and challenging environment for their career development.
    • Be detail-oriented with a strong ability to multitask and work under pressure in a fast-paced atmosphere.
    • Possess strong analytical and communication skills (both written and verbal) and an ability to build internal relationships. Proficiency in Word and Excel are required.
    Pune, India
    Pune, India


    Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

    Sourced from naukri

    Section · 02

    Skills

    Private Wealth ManagementInvestment managementclient service managementCapital MarketsResearchCommunication SkillsPortfolio AnalysismaintenanceService Excellencefinance

    Section · Company

    About AllianceBernstein

    AllianceBernstein logo

    AllianceBernstein

    Financial Services

    1001-5000

    employees

    1987

    39 years old

    New York

    United States

    ₹12.7L PA avg

    Avg at AllianceBernstein

    About

    AllianceBernstein operates within the investment management industry, overseeing a diverse range of mutual funds and delivering comprehensive financial services to institutional clients.

    Industries

    Banking / Insurance / AccountingFinancial Services

    Employee ratings

    10 reviews

    3.9/ 5

    Culture

    4.2

    Career growth

    3.2

    Work-life

    4.2

    Employees rate it well for

    Company Culture40Work-Life Balance40

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