WE ARE HIRING

Wealth Management Executive

Department: Wealth Management
Experience: Minimum 1–3 years (into Wealth Management only )
Location: Thane / Mumbai
Employment Type: Full Time

About the Role

We are looking for a motivated and agile skilled with prior experience in a Wealth Management / Financial Advisory / Investment Management firm.

The ideal candidate should have a positive understanding of investment products, an interest in financial markets, a research-oriented mindset and robust communication skills. The role will involve a combination of client servicing, investment research, portfolio-related work and business development.

WE ARE HIRING

Wealth Management Executive / Associate

Department: Wealth Management
Experience: 1–3 Years
Location: Thane / Mumbai
Employment Type: Full Time

Role & Responsibilities
Manage and service Wealth Management clients.
Understand client requirements and investment needs.
Assist with portfolio reviews, investment proposals and presentations.
Research Mutual Funds, Equity, Fixed Income, PMS,



AIFs & GIFT City products.
Track financial markets and investment trends.
Coordinate investment transactions, documentation and reporting.
Build strong client relationships and support client meetings.
Participate in business development, sales and marketing activities.
Use AI tools and technology for research, analysis and presentations.

Qualification
B.Com / BAF / BMS / BBA – Finance
M.Com / MBA / PGDM – Finance
CA Inter / CFA Level I may also be considered.
NISM certification will be an advantage.

Key Skills
Knowledge of Mutual Funds & investment products
Investment research & financial market interest
Client handling & communication skills
Sales & business development skills
MS Excel & PowerPoint
Analytical and research-oriented approach
Familiarity with AI tools such as ChatGPT/Copilot

Note - Applicants who stay in Mumbai Near to Thane only they can Apply

📌 Wealth Management Executive Thane (India)
🏢 ATMSLLP
📍 India