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Client Associate

3 weeks ago

Mumbai, India Ufirst Financial Services LLP Full time

We are looking for a Wealth & Client service associate who would be responsible for offering financial advice and services that will assist clients in their financial endeavors. The responsibilities of the associate include relationship management, helping clients with executing documentation, providing regular service update and advising on financial investments.

To be successful as a wealth associate, you should have the ability to explain complex information, be confident, and have good sales and negotiation skills. Ultimately, a top-notch wealth manager should have superior knowledge of wealth management, good presentation skills, and an understanding of customer relations tactics.

**Wealth Manager Responsibilities**:

- Advising clients on financial products and services.
- Buying and selling financial products on behalf of the client.
- Managing investments.
- Executing documentation of various investments including mutual funds, AIF, insurance, PMS etc.
- **Wealth Manager Requirements**:

- Degree in finance, economics, management, or related field.
- Previous experience in financial services is preferred but not mandatory
- Must be analytical.
- Able to understand complex information.
- Strong mathematical skills.
- Confidence.
- Good presentation skills.

**Salary**: ₹180,000.00 - ₹480,000.00 per year

Schedule:

- Fixed shift

Supplemental pay types:

- Commission pay
- Performance bonus

Ability to commute/relocate:

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

**Experience**:

- total work (preferred)

**Language**:

- English (required)