Private Wealth Operations Associate

4 days ago

Pune Maharashtra, India AllianceBernstein Full time

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

  • Private Credit Operations Associate

    1 week ago

    Pune, Maharashtra, India AllianceBernstein Full time

    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...

  • Private Wealth Sales TL

    2 weeks ago

    Mumbai, New Delhi, Pune, India SMC Investments Full time US$ 9,00,000 - US$ 12,00,000 per year

    Company: SMC Private Wealth Position: Team Leader- Private Wealth (AVP/VP) Location: Delhi/ Mumbai/ Pune Working Days: Monday to Friday Company Overview: SMC Private Wealth specializes in wealth management for High NetWorth (HNI) and Ultra High Net-Worth (UHNI) clients, offering tailored financial solutions.Role Overview: As a Team Leader (playing caption...

  • Sales Wealth Counselor

    1 week ago

    Mumbai, Maharashtra, India Research & Ranking Full time

    **Role Overview**: **Key Highlights**: **Job Location**:Mumbai **Designation**:Sales Wealth Counselor - Private Wealth (Offline Sales) **Experience**:3 - 4 Years **Functional Area**:Sales **About the Role**: A **Sales Wealth Counselor** responsible for ensuring delivery of various MIS reports as per requirements. Reporting To : Vice President -...

  • Shriram Wealth

    1 week ago

    Pune, Maharashtra, India Shriram Wealth Limited Full time

    Market Lead/Sr. Market LeadJob Description: At Shriram Wealth, we are redefining Private Wealth for India's emerging HNIs and looking for a dynamic, result oriented Market Lead/Sr.Market Lead to spearhead the business growth.Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products like...

  • Private Wealth Manager @Upto 60 LPA For leading Wealth company

    2 weeks ago

    Mumbai, Pune, India Worksymphony Full time US$ 9,00,000 - US$ 12,00,000 per year

    Must have experience into Client acquisition, UHNI/HNI Acquisition, investment products, PCG.Must have experience into acquisition of Corporates and Private wealth clients.Must have own self built AUM. Must have good communication skills. Required Candidate profileMust have experience into Client acquisition, UHNI/HNI Acquisition, investment products,...

  • Relationship Manager – Private Wealth

    1 week ago

    Pune, Maharashtra, India 4S Advisory Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including:o Direct equitieso Portfolio Management Services (PMS)o Alternative Investment Funds...

  • Hiring Wealth Manager@ UPTO 45LPA For Private wealth Boutique

    2 weeks ago

    Hyderabad, Mumbai, Pune, India Worksymphony Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Providing financial solutions for HNI clientMonitor financial market trends to ensure that client plans are responsive.Must ensure growth of AUM / Book SizeAchieving targets based on acquisition and revenue generation through investment products. Required Candidate profileMust have enriched experience in Private wealth, Acquisition, Investment products,...

  • Private Banker

    3 days ago

    Maharashtra, India Leading Bank Full time

    About the CompanyWe are hiring for one of the Private Sector Bank. This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank.About the RoleThey have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income.Responsibilities:Bring the New Book (NTB Private...

  • Associate, Private Equity

    2 weeks ago

    Mumbai, Maharashtra, India Third Bridge Full time

    **Company Description** Company Overview** Third Bridge was founded on the belief that human insights drive intelligent investment decisions. To make the right investment decisions, our clients require access to the most relevant experts and their insights - we enable this through private consultations and exclusive content drawn from expert...

  • Private Banker

    2 weeks ago

    Mumbai, Maharashtra, India Equirus Full time

    **Equirus**Wealth Private Limited** **About Equirus** **About Equirus Wealth** **About Equirus Credence Family Office** **Equirus** is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services and Family Office. **Equirus...