Wealth Executive

1 week 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 Facing**
- Setup and attend Client Meetings, Prepare meeting notes and related follow ups
- Assist in preparation of Risk Profile and Investment Policy, and Financial Plan
- Initiate and track Mutual Fund transactions for clients
- Track, follow up, communicate and solve client queries
- Monitoring and Reporting of Client wealth and Recommending changes for tax efficient investment management
- NRI investments and GIFT city investment support
- Visit client places as required for better client relationship

**Back Office**
- Co-ordinate with clients for on-boarding, data gathering, documentation including KYC update
- Client on boarding and registration with portals for execution and reporting
- Prepare client reports, capital gain statements and CAS reconciliation
- Coordinating and follow up with Mutual funds houses, PMS and AIF providers

**Everyone**
- Maintain working sheets, checklist and assist in compliance reporting
- 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 preferred)_
- NISM VA or NISM XA /XB Certified preferred
- Income Tax / FEMA knowledge preferred

**Experience**:

- Freshers
- 0-1 year with MFD or AMC or KRA 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 (Vlookup, Sumifs), MS Word, MS PowerPoint
- Analytical mind and research skills
- General Financial concepts, Common sense Financial acumen

**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, Fresher

Pay: ₹15,000.00 - ₹25,000.00 per month

**Benefits**:

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

Schedule:

- Day shift

Application Question(s):

- Why are you interested in working with US?
- Are you interested in Client facing related work or Back office related work or any work?

License/Certification:

- CFP or are you Pursuing CFP (preferred)

**Location**:

- Ahmedabad, Gujarat (required)

Work Location: In person

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