Associate Wealth Specialist

Job Description: You will be working as an Associate Wealth Specialist at AU Small Finance Bank Limited. Your primary responsibilities will include: - Providing wealth management services to clients - Assisting clients in making investment decisions - Developing financial plans for clients - Monitoring and reviewing clients" investment portfolios - Providing excellent customer service in wealth management In addition to the primary responsibilities, you may also be required to: - Collaborate with other team members to achieve team goals - Stay updated on the latest trends and developments in the wealth management industry Educational Qualifications Preferred: - Category: Finance - Field specialization: Wealth Management - Degree: Bachelor's or Master's in Finance - Academic score: Strong academic record - Institution tier: Reputed academic institution Required Work Experience: - Industry: Banking or Wealth Management - Role: Wealth Management or Financial Planning - Years of experience: Minimum of 2 years in a similar role Key Performance Indicators: - Meeting clients" wealth management needs - Achieving financial targets - Providing exceptional customer service - Staying compliant with regulations Required Competencies: - Strong analytical skills - Excellent communication skills - Ability to work in a team - Attention to detail Required Knowledge: - Knowledge of investment products - Understanding of financial markets - Familiarity with wealth management strategies Required Skills: - Financial analysis - Client relationship management - Risk assessment - Investment planning Required Abilities: - Ability to work under pressure - Strong problem-solving skills - Adaptability to changing market conditions Work Environment Details: Specific requirements: - Occasional travel may be required - Valid driver's license may be needed - Work permit as per local regulations Other Details: - Contract Types: Full-time - Time Constraints: Flexible working hours - Compliance Related: Ensure adherence to regulatory requirements - Union Affiliation: Not specified,