01Responsibilities
Client Engagement:
Build and deepen relationships with an assigned book of clients under the guidance of the Wealth Manager.
Understand client goals, risk profiles, and investment preferences to deliver personalized advice.
Regularly review portfolios and recommend rebalancing, upgrades, or new strategies in line with their financial journey.
Prepare client briefs, review notes for ongoing reviews and meetings.
Ensure timely communication and updates to clients on key portfolio actions or changes.
Get leads and references from clients and increase wallet share with them.
Collaborate with internal teams (investment, operations, compliance) to fulfill client needs.
Develop familiarity with our clients advisory tools, risk assessment frameworks, and planning models
Process, Documentation & Compliance:
Maintain accurate and up-to-date records of client interactions, tasks, and service history in the CRM.
Learn and adhere to our clients protocols on ethical conduct and confidentiality.
Adhere to the process set internally by our client to comply with SEBI guidelines and regulatory framework.
Learning and Growth Pathway
Actively participate in training sessions, knowledge-sharing discussions, and shadowing large investment opportunities.
Set and track learning milestones in investment advisory, client engagement, and portfolio management.
Work towards readiness to graduate into a Wealth Manager role over time.
02Requirements
1.5 years to 2.5 years of experience in financial services, banking, or a client-focused role (internships included).
Mandatory Requirement: The candidate should obtain certification of the NISM Investment Advisor Level XA & XB
Strong communication and interpersonal skills with a willingness to learn and grow.
High attention to detail, client empathy, and process discipline.
Analytical and process oriented and have the ability to prioritise deliverables.
Passionate about personal finance and building a long-term career in wealth management.
Valuable knowledge of Indian Equity & Debt markets and the products available in Indian financial markets. .
