Wealth Management Associate

Designation: Wealth Management Associate

Location: Bangalore

Company: I Cap Financial Services

Job Description:

I Cap Financial Services is looking for a highly motivated Wealth Management Associate to join our team. This role is ideal for fresh MBA graduates with a specialization in Finance and/or Marketing who have exceptional communication skills and a passion for client acquisition in the financial sector.

Key Responsibilities:

Identify and acquire new HNI & UHNI clients.

Pitch and sell private equities, pre-IPOs, and other financial investment products.

Develop and maintain long-term relationships with clients by offering wealth management solutions.

Conduct market research to identify potential clients and investment opportunities.

Ensure effective client communication and provide regular updates on investment options.

Work closely with internal teams to structure and present the best investment strategies.

Key Requirements:

MBA (Finance/Marketing) Freshers are welcome.

Excellent communication skills in English and Hindi.

Strong understanding of wealth management, HNI & UHNI client handling.

Passion for sales, business development, and relationship management.

Self-motivated, goal-oriented, and able to work under pressure.

Perks & Benefits:

High-performance-based incentives (potentially 3X of fixed salary).

Opportunity to work with a leading financial services firm.

Fast career growth based on performance.

If you have the ambition to excel in the world of finance and wealth management, apply now and be a part of I Cap Financial Services!