We are seeking an Associate - Products & Research to join the Atreyi Wealth Management team. The role requires strong financial acumen, analytical skills, and the ability to work closely with both clients and internal stakeholders to deliver tailored investment strategies. Key Responsibilities: Conduct in-depth research on financial market trends and investment opportunities to align with client portfolios Coordinate with the wealth management team to support informed investment decision-making Participate in meetings with various fund houses across the financial services spectrum to better understand the investment opportunities available in the Indian market Guide clients in compiling required documentation and information for financial planning purposes Key Requirements: Post-Graduate qualification in finance-related disciplines with 0–2 years of relevant experience Preferred Degrees/Certificates: Master's Degree in Finance/Economics, MBA, Chartered Accountant, or a Chartered Financial Analyst (CFA) Comprehensive understanding of various investment products 📩 Interested candidates are invited to share their profiles at info@atreyi.in, or you could reach out to us via LinkedIn Messenger. #Hiring #WealthManagement #FinanceCareers #ProductAssociate #FinancialMarkets #FinanceJobs #CareerOpportunity #ResearchAssociate
We are seeking a highly skilled and experienced Senior Wealth Manager to join our team. The ideal candidate will bring a wealth of experience in the Indian financial services markets, an existing clientele base, and a proven track record of successfully delivering comprehensive wealth management solutions. Key Responsibilities: Prospect, acquire, and retain high-value clientele Design and recommend strategies aligned with the clients' financial objectives Conduct periodic reviews to reassess portfolios and ensure continued suitability Qualifications & Requirements: Qualification in the fields of Finance/Business Management/Accounting An MBA degree, Chartered Accountant (CA) certification, or a Chartered Financial Analyst (CFA) Charterholder would be preferable Minimum of 5 years of experience in the Indian financial markets A strong personal clientele book is mandatory This is an excellent opportunity for an accomplished wealth management professional to contribute to a growing platform while deepening client relationships and enhancing financial outcomes. ???? Interested candidates are invited to share their profiles at [HIDDEN TEXT] or contact us via LinkedIn Messages. #Hiring #WealthManagement #FinanceCareers #SeniorWealthManager #FinancialMarkets #FinanceJobs #CareerOpportunity Show more Show less
Company Description Atreyi Financial Services, founded in 2017, is a boutique wealth management firm dedicated to empowering sustainable financial decisions. We specialize in offering tailored investment and wealth management solutions for high-net-worth individuals (HNIs), family offices, and corporates. Located in Mumbai, Atreyi Wealth provides holistic financial offerings across equity and debt markets, acting as a one-stop shop for all investment needs. Our commitment to exclusive and unmatched investment opportunities sets us apart, collaborating with premier fund managers and fund houses in the country to deliver transformative results for our clients. Role Description This is a full-time on-site role for an Associate - Operations located in Mumbai. The Associate - Operations will handle day-to-day operational tasks, manage projects, and contribute to the firm's ongoing success. Key responsibilities include coordinating with different teams, ensuring efficient operational workflows, and supporting sales and client management activities. The role also involves the analysis and interpretation of data to inform strategic decisions and improve operational performance. Qualifications Strong Analytical Skills for data analysis and interpretation Excellent Communication and Sales skills to manage client interactions and support sales activities Experience in Operations Management and Project Management Ability to work effectively in a collaborative team environment Bachelor’s degree in Business Administration, Finance, or related field
Company Description Atreyi Financial Services, founded in 2017, is a boutique wealth management firm that empowers clients to make sustainable financial decisions. We curate personalized investment and wealth management solutions for high-net-worth individuals (HNIs), family offices, and corporates. Leveraging cutting-edge technology and a process-driven approach, we provide a comprehensive range of offerings across equity and debt markets. Our exclusivity lies in collaborating with premier fund managers and fund houses to deliver unparalleled investment opportunities. We strive to transform investment journeys through refined expertise and tailored strategies. Role Description This is a full-time, on-site role located in Mumbai for an Associate - Operations. The Associate - Operations will handle day-to-day operational tasks, supporting investment processes, and ensuring efficient project execution. They will collaborate with internal teams and external partners, monitor operational workflows, and contribute to process improvement efforts. The position also includes responsibilities in sales support and communication with clients to maintain high service standards. Qualifications Strong analytical, organizational, and problem-solving skills Excellent communication abilities, both verbal and written, to liaise with clients and internal teams Experience in operations management and project management for effective process optimization Sales support skills, with the ability to contribute to client relationship management and business development Proficiency in using technology and tools for workflow management; experience in financial services is a plus Detail-oriented, proactive approach with the ability to work independently and collaboratively Bachelor’s degree in Finance, or a relevant field is preferred