Wealth Management Associate
3 days ago
PDM Investment Services is looking for experienced Wealth Advisor Associates to work along the Principal Wealth Advisor to help clients meet their financial goals.
The job entails providing operational and administrative support to wealth advisors in a fast-paced financial planning office. The associate will assist the wealth advisor in many areas of our financial planning practice, including answering in-bound calls, preparing new account and service paperwork, managing multiple computer systems in a paperwork-intensive environment, providing customer service both in-person and over the phone, facilitating and resolving client service requests, scheduling client meetings, generating and mailing correspondence, and completing other administrative tasks as assigned.
Responsibilities
- Assist Principal Wealth Advisors with daily activities, including maintaining calendars, preparing correspondence, and providing customer service;
- Interact with clients in person and over the phone;
- Prepare and review new account paperwork;
- Facilitate and resolve client service requests;
- Apply a working knowledge of operations/client-service processes;
- Work independently, effectively, and efficiently;
- Ensure paperwork is prepared and provided for all client meetings;
- Handle confidential and/or sensitive information responsibly;
- Maintain admin functions of the office such as office supplies and mail;
- Perform other duties as assigned.
Qualifications
- At least 1 year of financial services experience
- Bachelor’s degree in finance, business, or financial services (or equivalent experience)
- Detail oriented and able to work in a fast-paced environment
- Committed to providing exceptional customer service
- High degree of comfort managing multiple tasks simultaneously
- Strong character and a positive attitude
- Proficient with Microsoft Office
- Excellent written and verbal communication skills
-
Wealth Management Associate
2 days ago
Kolkata, India PDM INVESTMENT & TRADING COMPANY PVT LTD Full timePDM Investment Services is looking for experienced Wealth Advisor Associates to work along the Principal Wealth Advisor to help clients meet their financial goals.The job entails providing operational and administrative support to wealth advisors in a fast-paced financial planning office. The associate will assist the wealth advisor in many areas of our...
-
Wealth Management Associate
3 days ago
kolkata, India PDM INVESTMENT & TRADING COMPANY PVT LTD Full timePDM Investment Services is looking for experienced Wealth Advisor Associates to work along the Principal Wealth Advisor to help clients meet their financial goals. The job entails providing operational and administrative support to wealth advisors in a fast-paced financial planning office. The associate will assist the wealth advisor in many areas of our...
-
Wealth Management Associate
3 days ago
Kolkata, India PDM INVESTMENT & TRADING COMPANY PVT LTD Full timePDM Investment Services is looking for experienced Wealth Advisor Associates to work along the Principal Wealth Advisor to help clients meet their financial goals.The job entails providing operational and administrative support to wealth advisors in a fast-paced financial planning office. The associate will assist the wealth advisor in many areas of our...
-
Wealth Management Trainee
2 weeks ago
Kolkata, West Bengal, India Delego Capital Full timeJOB:Wealth Management Trainee (Intern)Location:Kolkata / WFHCompany:Delego CapitalExperience:NoneAbout Us:Delego Capital is a leading wealth management firm dedicated to helping individuals maximize their financial potential through strategic delegation. We provide personalized wealth management services, including financial planning, investment management,...
-
Wealth Management Trainee
2 weeks ago
Kolkata, West Bengal, India Delego Capital Full timeJOB: Wealth Management Trainee (Intern) Location: Kolkata / WFH Company: Delego Capital Experience: None About Us: Delego Capital is a leading wealth management firm dedicated to helping individuals maximize their financial potential through strategic delegation. We provide personalized wealth management services, including financial planning, investment...
-
Account Manager
2 weeks ago
Kolkata, West Bengal, India Anand Rathi Wealth Limited Full timeAbout the Company:Welcome to our team! We are a wealth management firm dedicated to providing top-notch financial services to our prestigious clientele.Job Title: Account ManagerRole:Financial Planning, Portfolio Strategy, and ReportingAssisting in creating financial plans for clients focusing on client requirements and our strategic processRegularly...
-
Hiring Marketing Associate in Kolkata
1 week ago
Kolkata, India Nsuregrowth Full timePosition Summary: We are seeking a highly motivated and experienced Marketing Associate to join our wealth management firm. In this role, you will be responsible for developing and executing marketing strategies to promote our wealth management services to prospective clients. **Responsibilities**: - Develop and implement comprehensive marketing plans to...
-
Account Manager
2 weeks ago
kolkata, India Anand Rathi Wealth Limited Full timeAn account manager (AM) role is to support the RM in maintaining and building the RM wealth management business.Eligibility Criteria:MBA (Preferably Finance) / Chartered Accountant / CFA Level 2 Cleared0-5 years of ExperienceRole:1)Financial Planning , Portfolio Strategy and Reportinga. Assisting the RM in making of financial plans for clients keeping in...
-
Pcg Wealth Rm Kolkata
3 months ago
Kolkata, India Kotak Securities Full timeWill be responsible for selling Equity based investment products to this set of Wealth customer base. Should have effective servicing skills and should be excellent in conflict management.. Will be responsible to develop business, maximize revenue generation & achieve sales targets Will work in close coordination with the Wealth team to ensure all clients...
-
Kolkata, India Bajaj Capital Ltd Full timeRole & responsibilitiesPosition: Manager/ Sr Manager/ Wealth ManagementJob Description:Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.Increase client database by meeting new clients and taking references from the...
-
Account Manager
1 month ago
Kolkata, India Anand Rathi Wealth Limited Full timeAn account manager (AM) role is to support the RM in maintaining and building the RM wealth management business.Role:1)Financial Planning , Portfolio Strategy and Reportinga. Assisting the RM in making of financial plans for clients keeping in mindClient requirement andOur 2 point strategy by following the 6 step processb. Reporting the performance of the...
-
Account Manager
4 weeks ago
Kolkata, India Anand Rathi Wealth Limited Full timeAn account manager (AM) role is to support the RM in maintaining and building the RM wealth management business.Role:1)Financial Planning , Portfolio Strategy and Reportinga. Assisting the RM in making of financial plans for clients keeping in mindClient requirement andOur 2 point strategy by following the 6 step processb. Reporting the performance of the...
-
Account Manager
4 weeks ago
Kolkata, India Anand Rathi Wealth Limited Full timeAn account manager (AM) role is to support the RM in maintaining and building the RM wealth management business. Role: 1)Financial Planning , Portfolio Strategy and Reporting a. Assisting the RM in making of financial plans for clients keeping in mind Client requirement and Our 2 point strategy by following the 6 step process b. Reporting the performance...
-
Account Manager
1 month ago
kolkata, India Anand Rathi Wealth Limited Full timeAn account manager (AM) role is to support the RM in maintaining and building the RM wealth management business. Role: 1)Financial Planning , Portfolio Strategy and Reporting a. Assisting the RM in making of financial plans for clients keeping in mind Client requirement and Our 2 point strategy by following the 6 step process b. Reporting the performance...
-
Kolkata, West Bengal, India Bajaj Capital Ltd Full timeRole & responsibilitiesPosition: Manager/ Sr Manager/ Wealth ManagementJob Description:- Provide and develop solutions tailored to clients' needs and aspirations.- Conduct regular follow-ups with leads and engage them with relevant updates.- Expand client base through networking and referrals to enhance AUM.- Review and diversify client portfolios...
-
Kolkata, West Bengal, India Bajaj Capital Ltd Full timeRole & responsibilitiesPosition: Manager/ Sr Manager/ Wealth ManagementJob Description:Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.Increase client database by meeting new clients and taking references from the...
-
Account Manager
2 weeks ago
Kolkata, India Anand Rathi Wealth Limited Full timeAn account manager (AM) role is to support the RM in maintaining and building the RM wealth management business.Eligibility Criteria:MBA (Preferably Finance) / Chartered Accountant / CFA Level 2 Cleared0-5 years of ExperienceRole:1)Financial Planning , Portfolio Strategy and Reportinga. Assisting the RM in making of financial plans for clients keeping in...
-
Account Manager
2 weeks ago
kolkata, India Anand Rathi Wealth Limited Full timeAn account manager (AM) role is to support the RM in maintaining and building the RM wealth management business. Eligibility Criteria: MBA (Preferably Finance) / Chartered Accountant / CFA Level 2 Cleared 0-5 years of Experience Role: 1)Financial Planning , Portfolio Strategy and Reporting a. Assisting the RM in making of financial plans for clients...
-
Kolkata, West Bengal, India Bajaj Capital Ltd Full timeRole & responsibilitiesPosition: Manager/ Sr Manager/ Wealth ManagementJob Description:Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.Increase client database by meeting new clients and taking references from the...
-
kolkata, India Bajaj Capital Ltd Full timeRole & responsibilities Position: Manager/ Sr Manager/ Wealth Management Job Description: Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references...
