Wealth Executive

7 days ago

Ahmedabad Gujarat, India Neuron Wealth Advisors LLP Full time

**Who should apply?**:
Anyone who wants to build a career in **Financial Planning and Wealth Management**.

**Job Summary**:
To manage and retain acquired relationships, mainly NRIs and HNIs. It is NOT a Sales job and there is no target and no cold calls.

**Responsibilities and Duties**:

- Client onboarding including KYC, data gathering, documentation and registration
- Assist in preparation of Risk Profile, Investment Policy and Financial Plan
- Setup and attend Client Meetings, Prepare meeting notes and related follow ups
- Investment research, Initiate and track investment transactions
- Monitoring and reporting of client reports, capital gains statement and CAS reconciliation
- Track, follow up, communicate and solve client queries
- Maintain working sheets, checklist and assist in SEBI RIA compliance
- Perform any duties for excellent client service to ensure delivery of VALUE to the clients & customer satisfaction

**Qualification**:

- Graduate/Postgraduate in any stream
- CFP or Pursuing CFP or NISM XA /XB Certified

**Experience**:

- 0-1 year with MFD or CFP or Paraplanner for anyone who wants to upgrade their career to Financial Planning and Wealth Management
- Experience of working with NRIs preferred

**Key Skills**:

- Self starter, passionate to help clients achieve their goals
- MS Excel, MS Word, MS PowerPoint

**Other**:

- Building a career in Wealth Management requires long term commitment
- Insurance benefit will start after completion of 1 year

**Job Types**: Full-time, Permanent

Pay: ₹24,000.00 - ₹26,000.00 per month

**Benefits**:

- Health insurance
- Leave encashment
- Life insurance
- Paid time off

Schedule:

- Day shift

Application Question(s):

- How far do you live from Shyamal Cross Roads (in km)?

License/Certification:

- CFP / Pursuing CFP or have passed / pursuing NISM X-A / X-B? (required)

**Location**:

- Ahmedabad, Gujarat (required)

Work Location: In person

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