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Wealth Management Associate

2 months ago

ludhiana, India Iconic Capital Full time
Company Description
Iconic Capital is an investment consultancy firm located in Ludhiana. We specialize in helping customers create sustainable wealth by investing in financial products such as Equity, Mutual Funds, Insurances, and other goal-oriented investments offered by well-researched companies. Our team of Insolvency Professionals assists insolvent companies and NPAs for resolution as per the IBC code.
Role Description
This is a full-time on-site role for a Wealth Management Associate at Iconic Capital in Ludhiana. The Associate will be responsible for financial planning, communication with clients, utilizing analytical skills for investment decisions, and managing various financial instruments and investments.
Qualifications
Financial Planning and Finance skills
Excellent Communication skills
Analytical Skills
Experience in Investments
Strong attention to detail
Ability to work well in a team
Knowledge of wealth management principles
Bachelor's or Master's degree in Finance, Economics, Business, or related field