
Financial Services Specialist
5 days ago
Wealth management involves providing tailored financial solutions to high-net-worth individuals, family offices, and institutions.
Our team comprises seasoned professionals from renowned financial institutions offering top-level engagement to help clients achieve their long-term financial objectives.
Our investment advice is based on in-depth research, data analysis, and a deep understanding of clients' financial health.
We are among the most experienced wealth management teams in India, dedicated to maximizing clients' wealth and ensuring their financial future.
Main Responsibilities:- Perform day-to-day operational activities in a wealth management firm, including account opening, onboarding and maintenance, trade execution and reconciliation, client reporting, and compliance support.
- Ensure accurate record-keeping, smooth coordination with custodians and vendors, and timely delivery of client and regulatory requirements.
- Support relationship managers with administrative tasks.
- Proficiency in back office operations.
- Attention to detail and ability to handle multiple tasks efficiently.
- Capable of working independently and collaboratively within a team.
- Strong communication skills.
- Bachelor's degree.
- Knowledge of financial products, investment operations, and compliance requirements would be preferred.
- Prior experience in a similar role is preferred.
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