Sales Support Executive
2 weeks ago
Mergen Partners is excited to recruit for our client, a fast-growing Wealth Management firm based in Bangalore, India, seeking a dedicated Sales Support professional. This full-time role, based in Bengaluru, focuses on financial planning, portfolio construction, and supporting the day-to-day management of client investment portfolios, working directly under a business partner. What
You'll Do:Develop and construct financial plans tailored to client needs. Build and regularly review client portfolios.
Assist in managing client investment portfolios. Prepare and update client reports consistently. Coordinate between operations and clients to address client requirements.
What We're Looking For:Bachelor's degree in Engineering, Finance, Economics, Statistics, or related fields.0–2 years of hands-on experience in a wealth management firm (preferred).
Proficiency in Excel, with strong skills in analyzing numbers and data. Knowledge of personal finance concepts, financial products, investment solutions, and taxation. Excellent analytical, numerical, and organizational skills with attention to detail.
Ability to communicate complex financial concepts clearly to diverse audiences. Collaborative mindset to work with cross-functional teams. Progress toward CFA or CFP certification (or aspiration to pursue) is desirable.
Location: Bangalore, India
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