Private Wealth Support Associate
2 days ago
Support Associate Company Description As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition is simple: to be our clients’ most valued asset-management partner.With over 4,400 employees across 51 locations in 25 countries, our people are our advantage. We foster a culture of intellectual curiosity and collaboration to create an environment where everyone can thrive and do their best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business, or providing thoughtful advice to clients, we’re looking for unique voices to help lead us forward. If you’re ready to challenge your limits and build your future, join us. Position Overview: We are looking for a Private Wealth Support Associate to work in a team that supports multiple Wealth Advisors and their clients. The Support Associate will gain exposure to the full breadth of the prospecting & client service processes, as this role is responsible for the aspects of client service management, including the administrative, transactional and operational functions within the Private Wealth group. This is an exciting and challenging opportunity that will give qualified candidates exposure to advisors, internal business partners, and many other departments within Bernstein Private Wealth Management. A Private Wealth Support Associate will: Partner directly with Wealth Advisors and their Client Service Associates to execute the operational needs of the practice, such as performance reporting, client/prospect meeting preparation, account creation and maintenance, & portfolio analysis Partner with Client Service Associates to accomplish a common goal of providing exceptional service Interact and network with senior professionals throughout the firm to fuel career success Ensure accurate and timely completion of responsibilities Training Program: Private Wealth Support Associates will participate in a comprehensive and robust training program. The customized program will enable Associates to build a foundation of knowledge and develop skills needed to process operational tasks, achieve client service excellence and fuel success as a financial professional. Curriculum will be delivered both in a formal classroom and on the job setting. Qualifications: The ideal candidate should: Have a postgraduate/master’s degree or equivalent in business, finance or economics with excellence in academics and strong leadership experience. Have 2 to 3 years of industry experience. Be an accomplished team player who seeks a rigorous and challenging environment for their career development. Be detail-oriented with a strong ability to multitask and work under pressure in a fast-paced atmosphere. Possess strong analytical and communication skills (both written and verbal) and an ability to build internal relationships. Proficiency in Word and Excel are required. Pune, India Pune, India
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Private Wealth Support Associate
7 days ago
Pune, Maharashtra, India AllianceBernstein Full time ₹ 9,00,000 - ₹ 12,00,000 per yearSupport AssociateCompany DescriptionAs a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets...
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Private Wealth Support Associate
7 days ago
Pune, Maharashtra, India AllianceBernstein Full time ₹ 9,00,000 - ₹ 12,00,000 per yearSupport AssociateCompany DescriptionAs a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets...
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Pune, Maharashtra, India AllianceBernstein LP Full time ₹ 40,00,000 - ₹ 60,00,000 per yearAbout ABWe are a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition is...
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Private Wealth Manager
5 days ago
Pune, Maharashtra, India Ascending Wealth Solutions Full time ₹ 2,40,000 - ₹ 4,80,000 per yearJob DescriptionAscending Wealth Solutions LLP is seeking a highly motivated"Private Wealth Manager & Client Relationship Manager "to join our team in Baner, Pune. We are looking for individuals passionate about taxation and wealth generation products to help clients to achieve their financial aspirations.About Ascending Wealth Solutions LLP:Ascending Wealth...
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Private Wealth Operations Associate
3 days ago
Pune, Maharashtra, India AllianceBernstein Full timeCompany Description As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition...
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Private Wealth Operations Associate
5 days ago
Pune, Maharashtra, India AllianceBernstein Full timeCompany Description As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition...
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Ahmedabad, Hyderabad, Pune, India Worksymphony Full time ₹ 20,00,000 - ₹ 40,00,000 per yearMust have enriched experience in Private wealth, Acquisition, Investment products, Structured products, Private banking group. Deepening relationship with the clients. Must have own Self built AUM. Must have good communication skills. Required Candidate profileMust have enriched experience in Private wealth, Acquisition, Investment products, Structured...
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Relationship Manager
2 weeks ago
Pune, India 4s Advisory Full timeJob Description Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies. Responsibilities: - Direct equities Portfolio Management Services (PMS) - Alternative Investment...
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Pune, Maharashtra, India Worksymphony Full time ₹ 7,20,000 per yearMust have experience in Private wealth firm, Investment products, MF, SIP, PMS, HNI/UHNI Acquisition, Responsible for bringing NTF , Have own AUM/ client base and team members, Presentable. Required Candidate profileMust have experience in Private wealth firm, Investment products, MF, SIP, PMS, HNI/UHNI Acquisition, Responsible for bringing NTF , Have own...
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Associate - Wealth Management
1 week ago
Pune, Maharashtra, India Lumos Partners Full time ₹ 5,00,000 - ₹ 10,00,000 per yearCompany DescriptionLumos Partners is dedicated to simplifying wealth management and empowering clients to attain financial independence. Our approach prioritizes trust, transparency, and long-term growth to cultivate lasting relationships and drive meaningful results. We are committed to providing personalized strategies that ensure peace of mind and...
