Assistant Manager-Wealth Management-Operations

7 days ago


Mumbai, Maharashtra, India Athena Consultants Full time ₹ 5,00,000 - ₹ 10,00,000 per year

Job Description and Eligibility

Title: Assistant Manager- Wealth Management - Operations

Location: BKC Mumbai

Your primary responsibility will be to handle wealth management operations for Cubera Asset Advisors. This will include handling all activities related to Client Onboarding, Trade Execution, Reporting, Client Communication and accounting and reconciliation. As a part of your responsibility you will be required to interact with brokers, bankers, custodian, fund accountant and various other financial market intermediaries.

A desired candidate must posses the following:

  • About 1-2 years of experience in wealth management or equity broking firm in back office role
  • Experience should relate to activities such as account opening, Mutual Fund trades, Equity trades, documentation, reconciliation etc
  • Excellent communication and interpersonal skills to interact with all stakeholders
  • Highly motivated and self driven

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