Investment Client Associate
5 days ago
We are a fast-growing, excellence-oriented mutual fund distribution and fintech firm with a focus on delivering exceptional solutions to our clients. As we grow our operations catering to domestic/NRI /retail and ultra-HNI clients, we are seeking an empathetic Investment Client Associate Trainee to join our team.
Who are we?
Cambridge Wealth is a respected brand in the wealth segment, having won awards from BSE as well as Mutual Fund houses. Our clients include renowned professionals from various industries. To learn more about us, visit
What you will do:
- Client onboarding: Facilitate smooth onboarding of new clients, including High Net Worth Individuals (HNIs), Ultra High Net Worth Individuals (Ultra HNIs), and Non-Resident Indians (NRIs), ensuring all necessary documentation and processes are completed efficiently.
- Relationship Building: Foster strong client relationships through regular communication, addressing inquiries, and sharing investment updates.
- Portfolio Monitoring: Collaborate with the wealth management team to track portfolio performance, creating reports for clients that showcase growth and opportunities.
- Problem Resolution: Assist clients in resolving investment-related issues promptly and effectively, ensuring their concerns are addressed.
- Client transaction and execution: Executing client transactions, ensuring accurate and timely execution of their investment requirements.
- Data Management: Maintain and manage client data, ensuring confidentiality and accuracy.
What are the qualifications you need:
- Education: Graduation in Finance, Commerce, Management, or Economics preferred.
- Certifications: NISM VA exam, AMFI certification preferred.
- Familiarity with Zoho suites added advantage.
What would help make you a great fit for the role:
- Having a Client-centric, empathetic approach: Prioritize the specific needs of HNIs, Ultra HNIs, and NRIs, ensuring personalized and exceptional service.
- Knowledge of financial products: Familiarity with Mutual Funds, PMS, and other financial products.
- Communication skills: Excellent verbal communication and drafting skills, adapting communication to suit diverse client preferences and requirements.
- Internship experience with Mutual Fund Distribution operations would be a plus.
What you will get:
- An opportunity to be a core team member with a growth path
- A fast-growth environment
- A place where you matter, and are not just a cog in the wheel
- An encouraging, informal and comfortable working environment
- Competitive Compensation
If you are a proactive, detail-oriented professional with a passion for supporting founders and driving organizational success, we would love to hear from you. Join us in our journey to shape the future of our organization and make a meaningful impact in the industry.
Our Hiring Process:
- You Apply and answer a couple of quick questions (5 min)
- Online Skills: assessment test (60 min)
- Recruiter screening phone interview (30 min)
- Technical interview: (30 min - discussion around experience and skills)
- Founder's interview: (30 min)
- We make you an offer and proceed for reference and BGV check.
Job Type: Full-time, Permanent
Pay: ₹16,000.00 per month for Freshers/Trainees.
Please note that this is a WFO opportunity at our Pune, Prabhat Road office.
-
Client Delivery Associate
4 weeks ago
Pune, Maharashtra, India Landytech Full timeLandytech is on a mission to revolutionize the way that investment managers, asset owners and their advisors access asset information. Powered by Sesame, an industry-leading investment reporting platform, we are helping clients in over 15 countries make informed investment decisions and deliver insights faster.The company is growing rapidly and it's an...
-
Investment Client Associate
4 days ago
Pune, Maharashtra, India Bakerstreet Digital Full timeJob Description We are a fast-growing, excellence-oriented mutual fund distribution and fintech firm with a focus on delivering exceptional solutions to our clients. About Us Cambridge Wealth is a respected brand in the wealth segment, having won awards from BSE as well as Mutual Fund houses. Our clients include renowned professionals from various...
-
Investment Specialist
4 weeks ago
Pune, Maharashtra, India Activate Talent Full timeWe are seeking a detail-oriented and analytical Investment Analyst to join our team. In this role, you will play a pivotal part in guiding investment decisions by evaluating individual investment opportunities and constructing portfolios tailored to meet specific financial goals. Your expertise will help us stay ahead in the ever-evolving economic and...
-
Investment Operations Specialist
5 days ago
Pune, Maharashtra, India Bakerstreet Digital Full timeAbout Our CompanyWe are a progressive, innovative financial services organization dedicated to providing top-notch solutions to our valued clients. With a focus on excellence, we strive to deliver exceptional results in a dynamic environment.Our HistoryCambridge Wealth has established itself as a reputable brand in the wealth management sector, earning...
-
Investment Relationship Manager
5 days ago
Pune, Maharashtra, India Bakerstreet Digital Full timeCompany Overview: We are a fast-growing, excellence-oriented mutual fund distribution and fintech firm with a focus on delivering exceptional solutions to our clients. As we expand our operations catering to domestic/NRI /retail and ultra-HNI clients, we seek an empathetic Investment Client Associate Trainee to join our team.About Us: Cambridge Wealth is a...
-
Associate Portfolio Manager
4 weeks ago
Pune, Maharashtra, India AllianceBernstein Full timeWe are looking for an Associate Portfolio Manager to join our Private Client PMG team in Pune India Private Client PMG supports the implementation of our private client accounts The associate will gain an understanding of private wealth management and the customization we provide our clients to meet their financial goals such as tax aware investing and...
-
Financial Services Distribution Associate
4 days ago
Pune, Maharashtra, India Bakerstreet Digital Full timeJob Responsibilities: We seek an experienced professional to join our team as an Investment Client Associate. The ideal candidate will have a strong understanding of financial markets and excellent communication skills.The selected candidate will be responsible for building relationships with our clients, providing investment advice, and ensuring timely...
-
Audit Associate
4 weeks 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...
-
Operations Associate- Private Wealth
4 weeks ago
Pune, Maharashtra, India AllianceBernstein Full timeCompany 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 worldwide. Our ambition...
-
Client Relationship Manager
2 days ago
Pune, Maharashtra, India TresVista Full timeAbout TresVistaTresVista offers a unique value proposition by providing a comprehensive range of services tailored to meet the evolving needs of our clients. Our services encompass investment diligence, industry research, valuation, and more. With a global footprint, we serve clients across geographies and asset classes.Job Title:Associate - BDS - JUN -...
-
Senior Associate
4 weeks ago
Pune, Maharashtra, India Indigenesis Consulting Pvt. Ltd Full timeSenior Associate - Tax & Regulatory Services Responsibilities include but not limited to:M&A Taxation:- Advising on structuring for M&A transactions, corporate restructurings, and inbound/outbound investments- Evaluating tax implications of business structuring and investments - Handling direct tax submissions and litigation matters with income tax...
-
Senior Associate
4 weeks ago
Pune, Maharashtra, India Indigenesis Consulting Pvt. Ltd Full timeSenior Associate - Tax & Regulatory Services Responsibilities include but not limited to:M&A Taxation:- Advising on structuring for M&A transactions, corporate restructurings, and inbound/outbound investments- Evaluating tax implications of business structuring and investments - Handling direct tax submissions and litigation matters with income tax...
-
Private Wealth Associate Manager
6 days ago
Pune, Maharashtra, India AllianceBernstein Full timeAbout AllianceBernstein:We are a leading global investment management firm that helps individuals, families, and institutions achieve their long-term financial goals. Our experienced team of professionals provides tailored investment solutions to meet the unique needs of our clients.Job Summary:We are seeking a Private Wealth Operations Associate to join our...
-
Financial Services Associate
5 days ago
Pune, Maharashtra, India Bakerstreet Digital Full timeAbout UsWe are a fast-growing, excellence-oriented financial services firm with a focus on delivering exceptional solutions to our clients. As we expand our operations catering to domestic and international clients, we are seeking an empathetic Investment Client Associate Trainee to join our team.Our BusinessCambridge Wealth is a respected brand in the...
-
Customer Support Associate Expert
6 days ago
Pune, Maharashtra, India LifeMagic Group Full timeCompany OverviewWe are a leading stock market training company dedicated to empowering individuals with the knowledge and skills necessary to navigate financial markets successfully. Our comprehensive training programs aim to equip clients with the confidence to make informed investment decisions.Position OverviewAs a Customer Support Associate, you will be...
-
Associate, Client Services
4 weeks ago
Pune, Maharashtra, India Data Axle Full timeJob Description About Data Axle: Data Axle Inc. has been an industry leader in data, marketing solutions, sales and research for 50 years in the USA. Data Axle has set up a strategic global centre of excellence in Pune. This centre delivers mission critical data services to its global customers powered by its proprietary cloud-based technology...
-
Pune, Maharashtra, India TIAA Full timeJob DescriptionAssociate - I, Performance & GIPS - Nuveen Global Investment OperationsThe Performance Associate will primarily will be responsible for the preparation of analytics data needed by Portfolio Management, Investment Oversight, Marketing, Client Service, Legal/Compliance, and additional areas within the enterprise. In addition to analytics...
-
Investment Banking Analyst
6 days ago
Pune, Maharashtra, India Acuity Knowledge Partners Full timeCompany OverviewAcuity Knowledge Partners is a leading provider of knowledge-based services to the financial industry. Our team of experts provides high-quality research and analysis to support investment banking, asset management, and other financial institutions.Job DescriptionWe are seeking a highly motivated and detail-oriented Investment Banking Analyst...
-
Senior Associate-advisory
2 weeks ago
Pune, Maharashtra, India Colliers International Full timeCompany DescriptionColliers NASDAQ TSX CIGI is a leading diversified professional services and investment management company With operations in 68 countries our 22 000 enterprising professionals work collaboratively to provide expert real estate and investment advice to clients For more than 29 years our experienced leadership with significant inside...
-
Manager - Investment Research
4 weeks ago
Pune, Maharashtra, India Bean HR Consulting Full timeWe will count on you to:- Leading quantitative and qualitative data requests from traditional and alternatives asset managers for fund due diligence - Demonstrate subject matter expertise in leading the manager research vertical- Contribute to the investment decision-making and manager-selection processes- Conducting fund manager due diligence, involving a...