Associate Principal

Job Description: You will be joining our team as a full-time Wealth Relationship Manager based in Chennai. As a Wealth Relationship Manager, your primary responsibilities will include managing client relationships, offering financial advice, and suggesting investment strategies. Your role will require you to conduct detailed financial analyses, understand client requirements, and provide tailored wealth management solutions. Additionally, you will be expected to keep abreast of market developments, ensure regulatory compliance, and collaborate effectively with team members. To excel in this role, you should possess strong relationship management and communication abilities. Prior experience in financial analysis, investment strategies, and wealth management will be crucial. A good understanding of market trends and regulatory requirements is essential. The role will also require you to work well within a team environment. Possessing certifications in financial planning or wealth management such as CFP or CFA would be advantageous. Previous experience in the finance or wealth management sector, coupled with a Bachelor's degree in Finance, Economics, Business, or a related field, will be beneficial.,