Digital Wealth Associate

4 months ago


Tidel Park Chennai Tamil Nadu, India E&L Consultatory Services Full time

About Us:
We are a new age Fintech that focuses on delivering Holistic Financial wellness proposition for HNIs and

Corporate Employees. We focus on an integrated wealth management offering that combines elements

of Traditional wealth management, Estate Planning and Tax compliance services. We intend to provide a

transformative digital experience for HNIs and their family offices through our state-of-the-art AI

platforms.

Job Summary:
We are seeking a detail-oriented and experienced Wealth Management Associate to support our

Wealth Practitioners in delivering top-notch services to our clients. The role involves overseeing client

onboarding, managing transactions, preparing reports, ensuring compliance and control, and

grasp of MS Office, and a keen eye for operational details.

Key Responsibilities:
Client Onboarding: Assist in the smooth onboarding of new clients, ensuring all required documentation

is completed accurately and timely.

Transaction Management: Monitor and process client transactions, ensuring accuracy and compliance

with internal and external regulations.

Reporting: Prepare and review regular client reports, including portfolio performance, transaction

history, and other relevant information.

Control & Compliance: Ensure all client activities adhere to company policies and regulatory standards,

conducting regular checks and audits.

Portfolio Maintenance: Assist in maintaining and updating client portfolios, coordinating with other

departments as necessary.

Communication: Serve as a point of contact for clients regarding their accounts, ensuring clear and

prompt communication.

**Job Type**: Permanent

Pay: ₹450,000.00 - ₹600,000.00 per year

Ability to commute/relocate:

- Tidel Park, Chennai, Tamil Nadu: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 3 years (required)
- Wealth management: 3 years (required)

License/Certification:

- NISM certificate (required)

Work Location: In person

Application Deadline: 22/09/2024



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