Wealth Management Associate

Company Description

Coinhaus Capital is a SEBI-registered multi-vertical wealth management firm dedicated to helping high-net-worth individuals, professionals, and business owners grow, protect, and manage their wealth. With expertise in automated trading systems, curated portfolios, and tax-efficient strategies, Coinhaus Capital operates across four verticals, including quantitative trading, financial planning, stock market education, and tax consulting. The firm is headquartered in India and trusted by a global clientele. They are led by an expert team of traders, educators, and advisors committed to delivering practical education and actionable results.

Role Description

This is an exciting full-time, on-site role for a Wealth Management Associate, based in Thiruvananthapuram. The responsibilities include assisting in financial planning for clients, creating tailored investment strategies, conducting market analysis, communicating effectively with clients to understand their goals, and managing wealth portfolios. The role also involves working collaboratively with team members to drive financial success for clients and provide them with informed investment decisions.

Qualifications

• Strong knowledge and skills in Financial Planning, Finance, and Investments
• Excellent Communication abilities to build trust and maintain relationships with clients
• Proficient Analytical Skills to interpret financial data and market trends
• Highly organized with attention to detail to manage multiple client portfolios effectively
• Proficiency in financial tools and software is an advantage
• Bachelor's degree in Finance, Economics, Business Administration, or a related field
• Previous experience in wealth management, financial planning, or a similar role is highly valued