Wealth Management Associate

Role Overview: As a Wealth Management Associate, your primary responsibility will be to support the Wealth Manager and clients in implementing investment strategies and managing financial activities. You will play a crucial role in managing client relationships, addressing inquiries, and staying updated on market trends. To excel in this role, you will need to have a strong understanding of financial products, investments, and the ability to analyze intricate financial data. Building strong client rapport and demonstrating meticulous attention to detail will be key to your success. Key Responsibilities: - Conduct research on market trends and collaborate with the Wealth Manager to develop investment plans. - Serve as a liaison between clients and the Wealth Manager, ensuring strong client relationships are maintained. - Provide information on products and services to clients and assist the Wealth Manager as needed. - Address client issues and concerns under the guidance of the Wealth Manager. - Prepare and process investment-related documentation, such as applications and withdrawal forms. - Create customized investment presentations for both prospective and current clients. - Analyze financial reports and market data to produce insightful reports for clients and the Wealth Manager. - Manage daily administrative tasks, including responding to client emails and requests. Qualifications Required: - Age limit: 18 to 30 years - Proficiency in Tamil language preferred - Open to Freshers and college students Work Location: This is a full-time position with on-site work location. Benefits: - Health insurance - Provident Fund Schedule: - Day shift - Rotational shift Additional Details: The company also offers additional perks such as performance bonuses and yearly bonuses to reward your hard work and dedication.,