Junior Wealth Management Associate Job

About the job:

As a Junior Wealth Management Associate at Larren Square Management Private Limited, you will play a crucial role in assisting our team of experienced wealth managers in providing top-notch financial advising services to our clients. This is an exciting opportunity for someone who is passionate about finance and eager to learn and grow in the industry.

Key Responsibilities: 1. Assist in conducting financial analysis and creating detailed financial models for client portfolios. 2. Support senior wealth managers in developing comprehensive wealth management strategies based on client goals and risk tolerance. 3. Communicate with clients to gather necessary information, answer inquiries, and provide updates on portfolio performance. 4. Utilize MS Office and MS Excel to prepare reports, presentations, and investment proposals for clients. 5. Stay up-to-date on market trends, economic developments, and investment opportunities to provide informed recommendations to clients. 6. Collaborate with other team members to ensure seamless client service and a cohesive approach to wealth management. 7. Uphold the highest standards of professionalism, ethics, and confidentiality in all client interactions. If you have a strong grasp of financial concepts, excellent communication skills, and a desire to work in a fast-paced and dynamic environment, we want to hear from you. Join our team at Larren Square Management and kickstart your career in wealth management today!

Who can apply:

Only those candidates can apply who:

1. have minimum 1 years of experience
2. are from Agra only

Salary:

₹ 3,00,000 - 5,00,000 /year

Experience:

1 year(s)

Deadline:

2025-07-12 23:59:59

Skills required:

MS-Office, MS-Excel, Financial Modeling and English Proficiency (Spoken)

About Company:

At Larren Square, everything we do is guided by our core values, with financial responsibility at the forefront. We believe in doing the right thing and always putting clients first, managing resources wisely, and making financial decisions that build a secure future. We're committed to continuous learning, embracing diverse and inclusive ideas, and delivering exceptional workplace financial solutions.