As a Wealth Manager, you will work closely with our advisory team to support client relationship management, financial planning, and investment strategy execution. This chance provides hands-on experience in financial markets, portfolio analysis, and client servicing within a professional wealth management environment.

Key Responsibilities:

- Assist in preparing investment proposals, portfolio summaries, and financial plans for clients.
- Conduct research on market trends, mutual funds, equities, and other investment instruments.
- Support relationship managers in client onboarding, documentation, and account management.
- Update and maintain client data, investment records, and CRM systems. Participate in meetings and help create presentations or reports for client reviews.
- Analyze financial statements and assist in risk profiling of clients. Coordinate with cross-functional teams for seamless client servicing.
- Stay updated on current market news, regulatory changes, and financial products.

Pay: ₹240,000.00 - ₹600,000.00 per year

Work Location: In person

📌 Associate Wealth Manager (Patel Nagar)
🏢 BiggPocket
📍 Patel Nagar