Private Wealth Support Associate

4 weeks ago

Pune, Maharashtra, India AllianceBernstein Full time
Job Description

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&aposre producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business, or providing thoughtful advice to clients, were looking for unique voices to help lead us forward. If youre 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/masters 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

  • Senior Financial Professional

    4 days ago

    Pune, Maharashtra, India beBeeOperational Full time ₹ 9,00,000 - ₹ 12,00,000

    Private Wealth Operations Associate JobWe are seeking a skilled Private Wealth Operations Associate to join our team. The ideal candidate will have a strong understanding of the financial industry and excellent analytical skills.This role will provide an opportunity for professional growth and development, with opportunities to work closely with senior...

  • Wealth Manager

    4 days ago

    Pune, Maharashtra, India Right Advisors Private Limited Full time

    Dear Candidates,Great OpportunityHiring for #WEALTH MANAGERLocation - PUNEExperience - 15+Role:-We are seeking a high-caliber, analytically strong, and investment-oriented Wealth Manager to join our Family Office. The ideal candidate will bring a well-demonstrated personal and professional track record across diverse asset classes and play a key role in...

  • Strategic Wealth Advisor

    1 day ago

    Pune, Maharashtra, India beBeeFinancial Full time ₹ 9,00,000 - ₹ 12,00,000

    Financial Solutions ExpertWe are seeking a highly skilled Financial Solutions Expert to join our team.The role involves building strong, long-lasting relationships with clients and providing exceptional customer service. The Financial Solutions Expert collaborates with various internal teams to ensure the delivery of comprehensive financial solutions and...

  • Strategic Private Client Lawyer

    2 days ago

    Pune, Maharashtra, India beBeeClient Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Our organisation specialises in estate planning, wealth preservation and long-term financial strategy for high-net-worth individuals.Key ResponsibilitiesDevelop a comprehensive in-house legal wills and trusts offeringCreate complex wills, discretionary and lifetime trusts, deeds of variation, and powers of attorneyProvide technical guidance to financial...

  • Consultant, Private Equity

    3 days ago

    Pune, Maharashtra, India Northern Trust Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    About Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...

  • Wealth Operations

    3 weeks ago

    Pune, Maharashtra, India Bakerstreet Digital Full time

    Job DescriptionWe 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 a focused, detail-oriented, and empathetic Client Relationship Associate to join our team.Who are...

  • Wealth Operations

    4 weeks ago

    Pune, Maharashtra, India Bakerstreet Digital Full time

    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 a focused, detail-oriented, and empathetic Client Relationship Associate to join our team.Who are we?Cambridge...

  • Wealth Operations

    3 weeks ago

    Pune, Maharashtra, India Bakerstreet Digital Full time

    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 a focused, detail-oriented, and empathetic Client Relationship Associate to join our team.Who are we?Cambridge...

  • Wealth Operations

    4 weeks ago

    Pune, Maharashtra, India Bakerstreet Digital Full time

    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 a focused, detail-oriented, and empathetic Client Relationship Associate to join our team. Who are we? Cambridge...

  • Private Equity

    3 weeks ago

    Pune, Maharashtra, India Citco Full time

    Job DescriptionWe are seeking a diligent and meticulous Private Equity Fund Accountant to join our team. This role is crucial for maintaining the financial integrity of our clients funds, involving everything from daily bookkeeping to complex financial reporting and investor communication. The ideal candidate is a detail-oriented professional with a strong...