Wealth Management Associate

Job Description

Role & responsibilities 1. Prospecting to acquire new clients through outbound techniques using social media and networking 2. Perform financial planning sessions to understand client requirements & goals to provide investment solutions across equity, fixed income, property & alternative asset classes 3. Conduct periodic portfolio review sessions with the clients to check if they are on track towards their goals 4. Undergoing Product training sessions and investor calls to evaluate the solutions. 5. Continuously reading about the Economy, markets and asset classes and personal taxation related to Individuals & NRIs. Preferred candidate profile 1. Finance background is must 2. Should be working on 6 days a week (Most clients give the meetings on Saturdays) 3. Should be good in written and spoken English communication 4. Office formals are a must 5. Non-finance background applicants will not be considered Freshers will be given a 3 month training with a stipend between 15,000/- to 20,000/- per month. Perks and benefits Annual Performance Bonus after appraisals. Training on Prospecting and client outreach Training on conducting Financial Planning sessions for the clients. Training on financial products across asset classes. Working with Managing Partner.