Wealth Management Associate

BFSI Jobs · recruiting for a confidential client

Posted · Apply by

Listing updated

Pay
₹25,000–40,000 a month
Location
Udaipur, Rajasthan
Work mode
Remote
Job type
Part time
Experience
1–3 yrs
Category
Wealth Management

Join our wealth management team as a part-time associate. This is a great opportunity for those looking to balance work and study.

Apply now
Report this job

About the role

In the role of Wealth Management Associate, you will assist financial advisors in managing client portfolios. Your responsibilities will include supporting client communications, preparing financial reports, and conducting market research. This part-time position is ideal for individuals pursuing careers in finance while studying.

You will gain hands-on experience in investment strategies, client relations, and financial planning. The role allows for flexibility, enabling you to work remotely while contributing to a dynamic team. If you have a passion for finance and client service, this opportunity will help you build a strong foundation in wealth management.

What you'll do

  • Support financial advisors in managing client portfolios
  • Prepare financial reports and market analyses
  • Assist in client communications and relationship management
  • Conduct research on investment opportunities

What you'll need

  • Bachelor's degree in Finance or related field
  • 1-3 years of experience in finance or investment
  • Strong communication skills

Skills

Communication skills Analytical skills Time management

Good to have

Knowledge of investment products Experience with financial planning software

Benefits

  • Flexible work hours
  • Remote work options
  • Opportunity for professional growth

Interested in this role?

It takes about two minutes. Free to apply — BFSI Jobs never asks candidates for money.

Apply now

Wealth Management Associate jobs in other cities

Indore Dibrugarh Ahmedabad Thiruvananthapuram Hyderabad Hosur Bengaluru Mangaluru Mumbai

Questions about this job

What are the main tasks of a Wealth Management Associate?
You will assist with client communications, prepare reports, and conduct market research.
Is this position remote?
Yes, this is a remote part-time role.
How much experience is required?
Candidates with 1-3 years of relevant experience are preferred.
What skills should I have?
Strong communication skills and a basic understanding of financial markets are essential.

Listing last updated

Wealth Management Associate

₹25,000–40,000 a month

Apply