Wealth Management Support Specialist

2 weeks ago

Guntur, Andhra Pradesh, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,20,00,000
Job Overview

Wealth management solutions tailored to the unique needs of High-Net-Worth Individuals, Family Offices, Corporates, and Institutions since 2001.

This role involves handling 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.

To excel in this role, you will need:

  • 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
About Us

We offer top-level engagement to help clients achieve their long-term financial goals through detailed in-house research, data analysis, and a deep understanding of clients' financial health.

We are dedicated to maximising clients' wealth and ensuring their financial future.

Job Responsibilities

This full-time role involves handling 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.

Key responsibilities include:

  • Accurate record-keeping and smooth coordination with custodians and vendors
  • Timely delivery of client and regulatory requirements
  • Supporting relationship managers with administrative tasks

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