Investment Advisor

4 weeks ago

Delhi, India Foundation Wealth Capital Avenues Full time

**Executive Assistant / Investment Manager**

**FWCA LLP (Delhi & Mumbai)**
- Full-time / Part time - Executive Assistant / Investment Manager

We’re building a relationship-oriented system for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At FWCA, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

**What You’ll Be Doing**

You’ll join a team that goes above and beyond for their clients. As a Client Associate, you’ll work closely with Investment Advisors at FWCA to help manage their portfolios and develop new business. You’ll directly engage with high net worth clients to offer support, uncover business opportunities and proactively improve the client experience.

**How You’ll Succeed**

Ø **Client Engagement** - Focus on each client experience and connect on a personal level to make every interaction meaningful. Anticipate client needs and communicate promptly with your team to build trust and deepen client relationships. Identify activities, processes and opportunities to improve the client experience.

Ø **Business Development** - Proactively identify business opportunities for your team. Work closely with Investment Advisors to support business development activities and assist in the building of investment plans based on the client’s profile, goals, and risk/reward tolerance.

Ø **Relationship Building** - Enhance FWCA brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.

**Who You Are**

Ø You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.

Ø You engage with your heart and mind. You care about people and understand different perspectives. You listen and learn from the experiences of others.

Ø You look beyond the moment. You make decisions and take actions that will make a difference today and tomorrow. You proactively seek new opportunities to define what's possible.

Ø You understand that success is in the details. You notice things that others don’t. Your critical thinking skills help to inform your decision making.

Ø Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

**What FWCA Offers**

At FWCA, our people are our greatest asset. You’ll become part of a diverse community that acknowledges everyone’s unique talents, and empowers teams to do what’s right for the client, and to do it well. As part of our team, you will:

- **Thrive**: Benefit from an open and approachable culture that provides the flexibility and support you need to integrate your life at work and at home
- **Connect**: Work in a place where the right technology and infrastructure fosters innovation, collaboration and creativity
- **Develop**: Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities, individual development planning, and comprehensive product training
- **Prosper**: Share in our collective success with a competitive salary, incentive pay, & improved social system.

**Job Location**

DELHI

**Employment Type**

Regular/Part Time

**Salary/Remuneration**

CTC of 2.50 lacs to 6 lacs p.a. + Incentives

**Job Types**: Full-time, Part-time, Regular / Permanent, Fresher, Internship, Contractual / Temporary, Freelance, Volunteer
Contract length: 12 months
Part-time hours: 40-48 per week

Pay: ₹240,000.00 - ₹500,000.00 per year

**Benefits**:

- Cell phone reimbursement

Schedule:

- Day shift

Supplemental pay types:

- Commission pay
- Performance bonus

Ability to commute/relocate:

- Delhi, Delhi: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 1 year (preferred)

Expected Start Date: 01/04/2023

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