Wealth Management Associate

5 hours ago

Delhi, Delhi, India Addwell Wealth Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Full Time | Based in Connaught Place, New Delhi

We are looking for a passionate
Wealth Associate
with a
primary focus on Portfolio Planning, Relationship Management, and Client acquisition
. As a Wealth Manager, you will work closely with both retail & high-net-worth clients, providing strategic financial guidance, and implementing tailored wealth management strategies.

Responsibilities:

Portfolio Planning:

  • Conduct in-depth consultations with clients to understand their financial goals, risk tolerance,

and preferences.

  • Develop and Present holistic financial plans with different assets like Mutual Funds, AIF,

PMS, Insurance, and fixed-income instruments that align with clients' short-term and long-term objectives.

Performance Monitoring:

  • Regularly review and adjust clients' portfolios based on market changes, economic

conditions, and individual goals.

  • Provide transparent and regular performance updates to clients.

Client Acquisition Strategy:

  • Develop and execute effective strategies to acquire new clients, aligning with overall

business objectives.

  • Utilize market research and industry knowledge to identify potential clients and opportunities

for growth.

Qualifications:

  • Minimum Bachelor's degree in Finance, Business, or a related field.

  • Well-versed with Mutual Funds, Insurance, Fixed Incomes & Alternatives.

  • Strong interpersonal and communication skills.

  • Good at Asset Allocation, Sales & Relationship Management.

  • Should be serious about staying with us for the long term.

Benefits:

  • Competitive Salary.

  • Regular training and interactions with leading fund managers at top AMCs.

  • Opportunities for career advancement.

  • Comprehensive training and mentorship programs.

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