About TredPlus
TredPlus is a fintech company focused on providing technology-driven financial and wealth management solutions. We work with clients to help them manage their financial needs through cutting-edge digital solutions and professional relationship management.
About the Role
We are looking for a motivated Junior Wealth Manager to join our fintech team. The candidate will manage client relationships, generate business opportunities, and support wealth management activities.
Key Responsibilities
- Build and maintain client relationships.
- Generate new leads and business opportunities.
- Handle client calls, meetings, and follow-ups.
- Assist in managing client portfolios and AUM growth.
- Develop relationships with high-value clients and professionals.
- Understand financial products, investments, and market trends.
- Work with senior Wealth Managers for client servicing and onboarding.
- Achieve assigned business targets.
Required Skills & Qualifications
- Bachelor's degree in Finance, Commerce, Business, or a related field.
- 1 to 2 years of experience in banking, fintech, wealth management, or financial services.
- Knowledge of finance and investments.
- Excellent communication and interpersonal skills.
- Strong networking and relationship-building skills.
- Target-oriented and self-motivated.
Why Join Us?
- Competitive CTC
- Performance-based incentives
- Growth opportunities in fintech and wealth management
- Professional learning and development