Current jobs related to Private Wealth Operations Associate - Pune Maharashtra - AllianceBernstein
-
Private Wealth
16 hours ago
Pune, Maharashtra, India AllianceBernstein Full timeCompany 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...
-
Private Wealth Support Associate
4 weeks ago
Pune, Maharashtra, India AllianceBernstein Full timeJob DescriptionSupport AssociateCompany DescriptionAs 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...
-
Private Wealth Support Associate
2 weeks ago
pune, India AllianceBernstein Full time US$ 80,000 - US$ 1,20,000 per yearSupport AssociateCompany DescriptionAs 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...
-
Private Wealth Support Associate
3 days ago
Pune, Maharashtra, India AllianceBernstein Full timeSupport 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...
-
Senior Financial Professional
3 days ago
Pune, Maharashtra, India beBeeOperational Full time ₹ 9,00,000 - ₹ 12,00,000Private 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...
-
Strategic Wealth Manager
7 days ago
Jaipur, Cochin / Kochi / Ernakulam, Pune, India beBeeWealth Full time ₹ 15,00,000 - ₹ 20,00,000Private Wealth Manager - PCG Advisor RoleWe are seeking a seasoned Private Wealth Manager to lead our PCG (Private Client Group) advisory practice. As a strategic partner, you will be responsible for advising Ultra HNI clients on complex financial products and fostering strong relationships with business associates to drive scalable business growth.Key...
-
Wealth Manager
3 days ago
Pune, Maharashtra, India Right Advisors Private Limited Full timeDear 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...
-
Wealth Operations
3 weeks ago
Pune, Maharashtra, India Bakerstreet Digital Full timeJob 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
3 weeks ago
Pune, Maharashtra, India Bakerstreet Digital Full timeWe 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 timeWe 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 Wealth Operations Associate
2 weeks ago
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're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business, or providing thoughtful advice to clients, we’re looking for unique voices to help lead us forward. If you’re ready to challenge your limits and build your future, join us.
Operations Associate
Position Overview:
A Private Wealth Operations 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 Operations 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:
- 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.-
- Possess strong analytical and communication skills (both written and verbal) and an ability to build internal and external relationships. Proficiency in Word and Excel are required.
Pune, India
Pune, India
