Wealth Management Associate

As a Wealth Management Associate, your primary responsibility will be to support the Wealth Manager and clients with investment strategies and financial activities. You will be tasked with managing client relationships, addressing inquiries, and staying updated on market trends. The ideal candidate for this role will possess a strong knowledge of products, investments, and a good understanding of intricate financial data. Your success as a Wealth Management Associate will depend on your ability to build strong 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 Benefits: - Health insurance - Provident Fund Schedule: - Day shift - Rotational shift Additional perks: - Performance bonus - Yearly bonus Work Location: On-site,