Back Office Executive - Wealth Management

Wealth First is a boutique Investment Advisory firm that has been providing tailored Wealth Management Solutions to High-Net-Worth Individuals, Family Offices, Corporates, and Institutions since 2001. With a leadership team composed of seasoned professionals from renowned financial institutions and corporates, Wealth First offers top-level engagement to help clients achieve their long-term financial goals. Our investment advice is based on detailed in-house research, data analysis, and a deep understanding of clients financial health. We are among the most experienced Wealth Management Teams in India, dedicated to maximising clients wealth and ensuring their financial future.

Role Description

This is a full-time on-site role for a Back Office Executive located in Mumbai. Responsible for handling day-to-day operational activities in a wealth management firm, including account opening, onboarding and maintenance, trade execution and reconciliation, client reporting, and compliance support. To ensure accurate record-keeping, smooth coordination with custodians and vendors, and timely delivery of client and regulatory requirements while supporting the relationship managers with administrative tasks.

Skills & Qualifications

• Proficiency in Back Office Operations,
• Attention to detail and ability to handle multiple tasks efficiently
• Capable of working independently and collaboratively within a team
• Strong communication skills.
• Bachelor's degree
• Knowledge of financial products, investment operations, and compliance requirements would be preferred
• Prior experience in a similar role is preferred

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