Private Wealth Support Associate
5 hours ago
Support Associate
Company Description
As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition is simple: to be our clients' most valued asset-management partner.
With over 4,400 employees across 51 locations in 25 countries, our people are our advantage. We foster a culture of intellectual curiosity and collaboration to create an environment where everyone can thrive and do their best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business, or providing thoughtful advice to clients, we're looking for unique voices to help lead us forward. If you're ready to challenge your limits and build your future, join us.
Position Overview
We are looking for a Private Wealth Support Associate to work in a team that supports multiple Wealth Advisors and their clients. The Support Associate will gain exposure to the full breadth of the prospecting & client service processes, as this role is responsible for the aspects of client service management, including the administrative, transactional and operational functions within the Private Wealth group. This is an exciting and challenging opportunity that will give qualified candidates exposure to advisors, internal business partners, and many other departments within Bernstein Private Wealth Management.
A Private Wealth Support Associate Will
- Partner directly with Wealth Advisors and their Client Service Associates to execute the operational needs of the practice, such as performance reporting, client/prospect meeting preparation, account creation and maintenance, & portfolio analysis
- Partner with Client Service Associates to accomplish a common goal of providing exceptional service
- Interact and network with senior professionals throughout the firm to fuel career success
- Ensure accurate and timely completion of responsibilities
Training Program
Private Wealth Support Associates will participate in a comprehensive and robust training program. The customized program will enable Associates to build a foundation of knowledge and develop skills needed to process operational tasks, achieve client service excellence and fuel success as a financial professional. Curriculum will be delivered both in a formal classroom and on the job setting.
Qualifications
The ideal candidate should:
- Have a postgraduate/master's degree or equivalent in business, finance or economics with excellence in academics and strong leadership experience.
- Have 2 to 3 years of industry experience.
- Be an accomplished team player who seeks a rigorous and challenging environment for their career development.
- Be detail-oriented with a strong ability to multitask and work under pressure in a fast-paced atmosphere.
- Possess strong analytical and communication skills (both written and verbal) and an ability to build internal relationships. Proficiency in Word and Excel are required.
Pune, India
Pune, India
-
Private Wealth Support Associate
2 hours ago
Pune, Maharashtra, India AllianceBernstein Full time ₹ 9,00,000 - ₹ 12,00,000 per yearSupport AssociateCompany DescriptionAs a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets...
-
Shriram Wealth
2 weeks ago
Pune, Maharashtra, India Shriram Wealth Limited Full timeMarket Lead/Sr. Market LeadJob Description: At Shriram Wealth, we are redefining Private Wealth for India's emerging HNIs and looking for a dynamic, result oriented Market Lead/Sr.Market Lead to spearhead the business growth.Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products like...
-
Pune, Maharashtra, India Worksymphony Full time ₹ 7,20,000 per yearMust have experience in Private wealth firm, Investment products, MF, SIP, PMS, HNI/UHNI Acquisition, Responsible for bringing NTF , Have own AUM/ client base and team members, Presentable. Required Candidate profileMust have experience in Private wealth firm, Investment products, MF, SIP, PMS, HNI/UHNI Acquisition, Responsible for bringing NTF , Have own...
-
Wealth Manager
2 days ago
Pune, Maharashtra, India Wealth First Portfolio Managers Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per yearCompany DescriptionWith over 30 years of industry experience, Wealth First Online is a leading name in providing smart investment solutions and comprehensive financial advisory services. We are committed to empowering individuals and businesses to achieve their financial goals through tailored strategies, expert advice, and personalized wealth management...
-
Wealth Manager
4 weeks ago
Pune, Maharashtra, India Right Advisors Private Limited Full timeDear Candidates,Great OpportunityHiring for #WEALTH MANAGERLocation - PUNEExperience - 15+Role:-We are seeking a high-caliber, analytically strong, and investment-oriented Wealth Manager to join our Family Office. The ideal candidate will bring a well-demonstrated personal and professional track record across diverse asset classes and play a key role in...
-
Relationship Manager Private Client Group
2 days ago
Pune, Maharashtra, India Anand Rathi Share and Stock Brokers Ltd Full time ₹ 15,00,000 - ₹ 28,00,000 per yearCompany DescriptionAnand Rathi is a leading full-service investment bank founded in 1994, providing a wide range of financial services and wealth management solutions to institutions, corporations, high–net worth individuals, and families. With over 350 locations across India and international presence in Dubai, Hong Kong, and New York, the firm has...
-
Wealth Management
2 weeks ago
Pune, Maharashtra, India Deutsche Bank Full time ₹ 5,00,000 - ₹ 8,00,000 per yearJob Title: Wealth Management - Private Bank Location: Pune, India Corporate Title: Associate Role Description The Associate will be responsible for completion of day-to-day activity as per standards and ensure accurate and timely delivery of assigned production duties. Candidate /Applicants needs to ensure team adherence to all cut-off times...
-
Operations Executive
2 days ago
Pune, Maharashtra, India Proventos Wealth Pvt Ltd Full time ₹ 6,00,000 - ₹ 12,00,000 per yearWe're Hiring – Operations Executive (Pune)Proventos Wealth Pvt. Ltd., a boutique wealth management firm completing 15 years in 2025, is looking to add a new member to our Operations Team. This role is crucial in strengthening our back-office, ensuring smooth execution of transactions, and supporting client servicing as we scale. What you'll do:• Process...
-
High Net Worth Client Wealth Manager
2 weeks ago
Pune, Maharashtra, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000Senior Portfolio ManagerAs a seasoned financial expert, you will be responsible for building and maintaining strong relationships with high-net-worth individuals to understand their financial goals and objectives. You will provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.The role involves...
-
Building a Career in Wealth Management
2 weeks ago
Pune, Maharashtra, India beBeeInvestment Full time ₹ 6,00,000 - ₹ 12,00,000Wealth Management Internship Opportunity">Gain hands-on experience in client relationship management and build a career in wealth management.Key Responsibilities:Support Relationship Managers in handling affluent and super affluent clients with investment portfolios exceeding ₹1 Cr.Learn to prepare comprehensive client reports and coordinate with asset...
