Wealth Management Associate GEOCONCEPT INDIA PRIVATE LIMITED

0.0 - 4.0 years

0 Lacs

chennai, tamil nadu

On-site

We are seeking a Wealth Management Associate to support the Wealth Manager and clients with investment strategies and financial activities. Your role will involve managing client relationships, addressing inquiries, and staying informed on market trends. The ideal candidate will possess strong knowledge of products, investments, and a grasp of intricate financial data. A successful Wealth Management Associate will excel in building client rapport and demonstrate meticulous attention to detail. Responsibilities: - Conduct research on market trends and collaborate with the Wealth Manager to create investment plans. - Act as a liaison between clients and the Wealth Manager, maintaining strong client relationships. - Assist the Wealth Manager and clients by providing information on products and services. - Address client issues and concerns with guidance from the Wealth Manager. - Prepare and process investment-related documentation, such as applications and withdrawal forms. - Develop tailored investment presentations for prospective and current clients. - Analyze financial reports and market data to generate insightful reports for clients and the Wealth Manager. - Handle daily administrative duties, including responding to client emails and requests. Requirements: - Age limit: 18 to 30 years - Proficiency in Tamil language preferred - Open to Freshers and college students Job Types: Full-time, Fresher Benefits: - Health insurance - Provident Fund Schedule: - Day shift - Rotational shift Additional perks: - Performance bonus - Yearly bonus Work Location: On-site,

Posted 2 months ago

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