Junior Wealth Management Associate - Fresher

About the job:About the role

Selected intern's day-to-day responsibilities include:

1. Analyzing investment statements, market trends, and investment performance to support client portfolio management by reviewing data and identifying key insights.

2. Using strong verbal and written communication skills to interact with clients, understand their needs, and present financial information clearly by conducting meetings and preparing clear reports.

3. Applying proficiency with financial software, such as Microsoft Excel or financial planning tools, to perform data analysis and manage client information by creating spreadsheets and tracking investment portfolios.

4. Demonstrating an understanding of financial markets, investment products, and economic indicators to assist in making informed investment recommendations by researching trends and presenting actionable insights.

5. Maintaining a high level of accuracy in managing financial data, preparing reports, and ensuring compliance with regulatory requirements and internal procedures by double-checking data entries and ensuring adherence to standards.Who can apply:Only those candidates can apply who:are from Ahmedabad onlySalary:₹ 2,00,000 - 3,00,000 /yearExperience:No experience requiredDeadline:[hidden]:59:59Other perks:5 days a week, Free snacks & beveragesSkills required:MS-Office, Finance, Taxation, MS-Excel, Risk Management, English Proficiency (Spoken) and Portfolio ManagementOther Requirements:1. Candidate with a finance major in bachelor’s or master’s degree.2. Candidate who has cleared the NISM Series V-A Examination.3. Candidate who has cleared or is pursuing CFP (Certified Financial Planner), CWM (Chartered Wealth Manager), or CFA (Chartered Financial Analyst) programs.About Company:With over 30 years of presence in the industry, our wealth management firm is based in Ahmedabad, Gujarat, and Jaipur, Rajasthan. We are a team of dynamic individuals who focus on providing quality and exclusive services for personal finance to our investors.

Responsibilities

About the role

Selected intern's day-to-day responsibilities include:

1. Analyzing investment statements, market trends, and investment performance to support client portfolio management by reviewing data and identifying key insights.

2. Using strong verbal and written communication skills to interact with clients, understand their needs, and present financial information clearly by conducting meetings and preparing clear reports.

3. Applying proficiency with financial software, such as Microsoft Excel or financial planning tools, to perform data analysis and manage client information by creating spreadsheets and tracking investment portfolios.

4. Demonstrating an understanding of financial markets, investment products, and economic indicators to assist in making informed investment recommendations by researching trends and presenting actionable insights.

5. Maintaining a high level of accuracy in managing financial data, preparing reports, and ensuring compliance with regulatory requirements and internal procedures by double-checking data entries and ensuring adherence to standards.