As a Trading Desk Executive at Upper Crust FinServ, you will play a crucial role in supporting our trading operations with enthusiasm and attention to detail. Your responsibilities will include executing daily operational tasks, managing data entries, coordinating internal meetings, and maintaining back-office documentation. This position is well-suited for individuals who are either new to the finance industry or have up to 2 years of professional experience and a keen interest in finance and wealth management. In your role, you will assist in the execution of daily operational tasks for the trading desk and support trading operations by managing data entries, record keeping, and transaction verification. You will also be responsible for coordinating internal meetings, ensuring timely scheduling, and accurate documentation. Additionally, you will maintain accurate records of transactions, trades, and client documentation, support compliance procedures by preparing necessary reports and documentation, and perform data management and reconciliation tasks as required. You will be required to enter, manage, and analyze trading-related data accurately, ensuring data integrity and timely updates across systems. Furthermore, you will prepare routine reports and summaries for management review and occasionally attend client or vendor meetings to support senior executives. Your role will also involve assisting in preparing meeting materials, documentation, and follow-up communication, as well as handling miscellaneous administrative tasks and providing basic office support when necessary. To excel in this role, you should hold a Bachelor's degree, preferably in Commerce, Finance, Business Administration, or related fields, and have a minimum of 2 years of experience. Freshers with a strong interest in finance and trading are also encouraged to apply. Key skills required for this position include understanding financial documents, communicating clearly with colleagues and clients, managing tasks independently, staying attentive during repetitive tasks, and effectively prioritizing daily operational duties. Moreover, you should be adept at using MS Excel, Word, and basic financial software, preparing and maintaining digital records accurately, and writing professional emails. Your ability to collaborate smoothly with team members, express ideas and concerns clearly and politely, and maintain systematic organization of documents and workspace will be essential for success in this role. Additionally, familiarity with compliance procedures, data management, and financial operations will be beneficial in fulfilling the responsibilities of a Trading Desk Executive at Upper Crust FinServ.,
Position Overview: Managing client relationships and providing financial solutions that help clients achieve their financial goals. Responsible for offering comprehensive wealth management services, including investment products, financial planning, and advisory services. Key Responsibilities: 1. Client Relationship Management: o Build and maintain strong relationships with existing and potential clients, ensuring customer satisfaction and loyalty. o Conduct regular client meetings to review portfolios, address concerns, and provide financial advice. o Understand client needs and offer personalized wealth management solutions to enhance their financial well-being. o Monitor client portfolios, ensuring alignment with their goals and suggest rebalancing if necessary. 2. Business Development: o Identify new business opportunities and expand the client base. o Engage in active lead generation and networking to secure new clients and assets. o Conduct financial needs analysis and propose solutions tailored to clients’ financial aspirations. o Drive number of wealth management products, including mutual funds, insurance, structured products, and other investment solutions. 3. Investment Advisory: o Provide sound investment advice based on market trends, client goals, and risk profiles. o Offer timely updates and insights on the market, investment strategies, and portfolio performance. o Advise clients on asset allocation and diversification, ensuring portfolio optimization. 4. Compliance and Risk Management: o Ensure that all client interactions are compliant with regulatory guidelines and company policies. o Maintain accurate client records and manage documentation in adherence to compliance requirements.
As a Wealth Manager, your primary responsibility involves managing client relationships and offering financial solutions to help clients achieve their financial goals. You will be providing comprehensive wealth management services, including investment products, financial planning, and advisory services. Your key responsibilities will include: Client Relationship Management: - Build and maintain strong relationships with both existing and potential clients to ensure customer satisfaction and loyalty. - Conduct regular client meetings to review portfolios, address concerns, and provide personalized financial advice. - Understand client needs and offer tailored wealth management solutions to improve their financial well-being. - Monitor client portfolios to ensure they align with their goals and suggest rebalancing when necessary. Business Development: - Identify new business opportunities and expand the client base. - Engage in active lead generation and networking to acquire new clients and assets. - Conduct financial needs analysis and propose solutions that align with clients" financial aspirations. - Promote a variety of wealth management products, including mutual funds, insurance, structured products, and other investment solutions. Investment Advisory: - Provide informed investment advice based on market trends, client objectives, and risk profiles. - Offer timely updates and insights on the market, investment strategies, and portfolio performance. - Guide clients on asset allocation and diversification to optimize their portfolios. Compliance and Risk Management: - Ensure all client interactions comply with regulatory guidelines and company policies. - Maintain accurate client records and manage documentation in adherence to compliance requirements.,