Wealth Management Executive

Job Title: Wealth Management Executive / Analyst

Location: Sector 30, Gurgaon, Haryana
Employment Type: Full-Time
Salary Range: ₹25,000 – ₹35,000 CTC per month
Experience Required: Minimum 6 months (Relevant Wealth Management / Investment Experience)

Job Overview

We are looking for a motivated and detail-oriented Wealth Management Executive / Analyst to support our investment advisory and wealth management operations. The ideal candidate will have hands-on exposure to capital markets, portfolio analysis, and investment research across equities, mutual funds, ETFs, and digital assets. This role involves conducting market research, evaluating investment opportunities, and supporting relationship managers and advisory teams with actionable insights.

Relevant Experience (Shortlisting Criteria)

• Minimum 6 months of experience in wealth management operations, equity research, or investment advisory support
• Exposure to equities, ETFs, mutual funds, and crypto instruments
• Experience in portfolio analysis, market research, and client reporting
• Familiarity with corporate actions, dividends, NAV movements, and financial statements
• Prior experience working with Relationship Managers (RM), Investment Advisors, PMS, or AIF setups is an added advantage

Key Skills Required

• Strong understanding of capital markets and investment products
• Equity and fund analysis capabilities
• Financial statement analysis skills
• Advanced proficiency in MS Excel (Pivot Tables, VLOOKUP/XLOOKUP, MIS reporting)
• Market research and report writing skills
• NISM Mutual Fund / Equity certification preferred
• Strong communication and presentation skills

Roles & Responsibilities

• Conduct in-depth analysis of equities, ETFs, mutual funds, and cryptocurrencies
• Track and monitor market trends, corporate actions, dividends, and company financials
• Evaluate potential investment opportunities and prepare detailed research and recommendation reports
• Assist in portfolio review and performance analysis
• Support wealth management strategies and investment advisory initiatives
• Coordinate with RM teams and advisors to deliver timely insights and client-ready reports

Why Join Us?

• Exposure to diverse investment products and asset classes
• Opportunity to work closely with experienced investment professionals
• Strong learning curve in wealth management and advisory services
• Performance-driven growth and career advancement opportunities

If you want, I can also:

• Customize this JD for freshers vs experienced profiles
• Shorten it for Indeed/Naukri posting
• Add company profile or KRA-based format

To Apply call HR Saqib - +91 8273680523 / ms0008445@gmail.com / mohammad.saqib@visionaryhire.com

Job Types: Full-time, Permanent

Pay: ₹25,000.00 - ₹35,000.00 per month

Benefits:

• Health insurance
• Paid sick time
• Provident Fund

Experience:

• Wealth Management Executive : 1 year (Required)

Work Location: In person