Wealth Management Executive
Ace Atms · Mumbai · onsite · Posted 32d ago
Not disclosed1–3 yrsfulltimeSourced from
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About this role
WE ARE HIRING
Wealth Management Executive
Department: Wealth Management
Experience: Minimum 1–3 years (into Wealth Management only )
Location: Thane / Mumbai
Employment Type: Full Time
About The Role
We are looking for a motivated and dynamic professional with prior experience in a Wealth Management / Financial Advisory / Investment Management firm.
The ideal candidate should have a good understanding of investment products, an interest in financial markets, a research-oriented mindset and strong communication skills. The role will involve a combination of client servicing, investment research, portfolio-related work and business development.
WE ARE HIRING
Wealth Management Executive / Associate
Department: Wealth Management
Experience: 1–3 Years
Location: Thane / Mumbai
Employment Type: Full Time
Role & Responsibilities
Skills: presentation & proposal preparation,excellent communication skills,coordination & follow-up,wealth management & client servicing,portfolio analysis & asset allocation,equity & financial markets knowledge,client relationship management
Wealth Management Executive
Department: Wealth Management
Experience: Minimum 1–3 years (into Wealth Management only )
Location: Thane / Mumbai
Employment Type: Full Time
About The Role
We are looking for a motivated and dynamic professional with prior experience in a Wealth Management / Financial Advisory / Investment Management firm.
The ideal candidate should have a good understanding of investment products, an interest in financial markets, a research-oriented mindset and strong communication skills. The role will involve a combination of client servicing, investment research, portfolio-related work and business development.
WE ARE HIRING
Wealth Management Executive / Associate
Department: Wealth Management
Experience: 1–3 Years
Location: Thane / Mumbai
Employment Type: Full Time
Role & Responsibilities
- Manage and service Wealth Management clients.
- Understand client requirements and investment needs.
- Assist with portfolio reviews, investment proposals and presentations.
- Research Mutual Funds, Equity, Fixed Income, PMS, AIFs & GIFT City products.
- Track financial markets and investment trends.
- Coordinate investment transactions, documentation and reporting.
- Build strong client relationships and support client meetings.
- Participate in business development, sales and marketing activities.
- Use AI tools and technology for research, analysis and presentations.
- B.Com / BAF / BMS / BBA – Finance
- M.Com / MBA / PGDM – Finance
- CA Inter / CFA Level I may also be considered.
- NISM certification will be an advantage.
- Knowledge of Mutual Funds & investment products
- Investment research & financial market interest
- Client handling & communication skills
- Sales & business development skills
- MS Excel & PowerPoint
- Analytical and research-oriented approach
- Familiarity with AI tools such as ChatGPT/Copilot
Skills: presentation & proposal preparation,excellent communication skills,coordination & follow-up,wealth management & client servicing,portfolio analysis & asset allocation,equity & financial markets knowledge,client relationship management
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Skills
Investment ProductsAsset AllocationPowerpointMutual FundsBusiness DevelopmentClient ServicingInvestment ResearchPortfolio AnalysisClient Relationship ManagementSalesFinancial Marketsexcel