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 innovative 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
- Skilled learning and development