Job Title: Client Associate – Wealth Management

Location: Kozhikode, Kerala

Employment Type: Full-Time

About the Role

We are looking for a agile, client-focused, and relationship-oriented Client Associate to join our Wealth Management team. The ideal candidate will take ownership of client relationships, deepen client engagement, and work closely with clients to help them achieve their financial goals through comprehensive financial planning and ongoing wealth management solutions.

This role requires excellent communication skills, strong financial knowledge, and the ability to coordinate seamlessly across internal teams and external partners to deliver an exceptional client experience.

Key Responsibilities

- Build, manage, and nurture long-term relationships with assigned clients.
- Present comprehensive financial plans and educate clients on their financial position, investment strategies, and wealth creation journey.
- Guide clients throughout their financial planning process and help them achieve their short-term and long-term financial goals.
- Promptly respond to client queries received through phone calls, WhatsApp, email, and other communication channels.
- Ensure timely communication with clients by sending welcome emails, meeting minutes, portfolio updates, review reminders, and other client communications.
- Monitor and maintain client investment portfolios and coordinate periodic portfolio reviews.
- Take complete ownership of client servicing and proactively manage all client-related tasks to ensure timely execution.
- Coordinate with internal departments including Financial Planning, Tax Advisory, Operations, Estate Planning, Insurance, Real Estate, and other business verticals to ensure seamless delivery of services.
- Liaise with external stakeholders such as Mutual Fund Houses, Portfolio Management Service (PMS) providers, Life & General Insurance Companies, Loan Service Providers,



Custodians, Registrars, and other financial institutions for reports, transactions, MIS, documentation, and follow-ups.
- Ensure timely completion of investment execution, documentation, and service requests.
- Maintain accurate client records and ensure confidentiality of client information.
- Ensure strict adherence to all regulatory, compliance, AML, KYC, and internal operational guidelines.
- Identify opportunities to deepen existing client relationships and enhance wallet share by understanding evolving financial needs.

Eligibility

Educational Qualification

- B.Com, MBA (Finance), M.Com, or equivalent qualification.
- Candidates with substantial relevant industry experience may also be considered.

Experience
- Minimum 3 years of experience in Wealth Management, Banking, Mutual Funds, Stock Broking, Financial Advisory, Insurance, or related financial services.
- Candidates with a strong local network and understanding of the Kozhikode market will be preferred.

Preferred Qualifications
- NISM Certification (Mandatory).
- Good understanding of Mutual Funds, PMS, Insurance, Financial Planning, and Investment Products.
- Knowledge of financial markets and regulatory requirements.
- Fluency in English and Malayalam. Knowledge of Hindi is an added advantage.

Desired Skills
- Excellent communication and presentation skills.
- Strong relationship management and client servicing abilities.
- Financial planning and investment advisory aptitude.
- High level of professionalism and integrity.
- Strong analytical and problem-solving skills.
- Ability to work collaboratively across multiple departments.
- Excellent follow-up and task management skills.
- Proficiency in Microsoft Excel, PowerPoint, and CRM applications.
- Ability to manage multiple client relationships simultaneously while maintaining exceptional service standards.

Pay: ₹21,000.00 - ₹30,000.00 per month

Work Location: In person

📌 Client Associate (Kozhikode)
🏢 Echo Wealth Private
📍 Kozhikode