- This full-time Wealth Management Associate role is an in office position based in Hyderabad.
The Wealth Management
Associate will support clients in understanding, planning, and managing their investments in line with Vivekams scientific, process-driven advisory framework. Understand clients' financial goals and requirements.
- Work with mutual funds, equity, PMS and other investment products.
- Build and maintain strong client relationships.
- Take part in financial planning and investment discussions.
- Contribute to business growth at Vivekam.
- Understand and use the CRM to track client interactions and follow-ups, and make regular updates through CRM reporting.
- Take ownership of assigned initiatives and work towards the company's vision.
Preferred candidate profile
- Strong foundation in Finance and Investments, with the ability to interpret market data and investment products.
- Proficiency in Financial Planning, including goal-setting, asset allocation, and portfolio review..
- Effective Communication skills for client-facing discussions, presentations, and clear documentation.
- Bachelors degree or higher in Finance, Economics, Business, or a related field; relevant certifications (e.g., CFP, NISM) are an advantage.
- Ability to work collaboratively in a structured environment, with attention to detail and adherence to compliance requirements.