About the role
As a Wealth Management Associate, you will collaborate with financial advisors to support clients in managing their investments and achieving their financial goals. Your responsibilities will include preparing financial models, conducting market research, and assisting in client communications.
This part-time opportunity is ideal for individuals who are passionate about finance and helping clients navigate their financial journey. In this hybrid role, you will have the flexibility to work both onsite in CIDCO, Aurangabad, and remotely, allowing you to balance professional and personal commitments.
The collaborative team atmosphere will provide mentorship and learning opportunities to help you advance in your wealth management career.
What you'll do
- Assist in client communications
- Prepare financial models
- Conduct market research
- Support financial advisors
What you'll need
- Degree in finance or related field
- 1-3 years of experience in wealth management
- Strong analytical skills
Skills
Good to have
Benefits
- Flexible working arrangements
- Health insurance
- Professional development
Interested in this role?
It takes about two minutes. Free to apply — BFSI Jobs never asks candidates for money.
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