About the role
Join our client's wealth management team as an Associate in Mangalore, where you will assist in providing financial solutions to clients.
What you'll do
- Assist financial advisors in client management
- Analyze investment opportunities
- Prepare investment proposals
- Communicate portfolio performance to clients
What you'll need
- Bachelor's degree in Finance or Business
- 3-6 years of experience in wealth management
- Strong analytical and communication skills
Skills
Financial analysis skills
Customer service orientation
Proficiency in financial software
Good to have
Knowledge of investment strategies
Networking skills
Benefits
- Health and wellness programs
- Performance incentives
- Ongoing training and development
Interested in this role?
It takes about two minutes. Free to apply — KijiJobs never asks candidates for money.
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Questions about this job
What qualifications do I need for this position?
A degree in finance or business administration, coupled with experience in wealth management.
Is this role onsite or remote?
This position is onsite in Mangalore.
What is the expected salary range?
The salary ranges from INR 40,000 to INR 70,000 monthly.
How do I apply for this position?
Click "Apply Now" on this page to apply through KijiJobs. KijiJobs is recruiting for this role on behalf of a client employer.
What are my key responsibilities?
You will assist in developing investment strategies and managing client portfolios.
Listing last updated
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