01Overview
Company: Stocktick Capital (A venture of Waymark Enterprises Pvt Ltd)
Location: Panvel, Navi Mumbai
CTC : 2.5L-3L and upwards per annum.
Role: Full time.
Description:
As a Wealth Management RM, you will gain hands-on exposure across the complete spectrum of wealth advisory and portfolio management.
This job role is designed for individuals who are keen to build expertise in:
Financial planning
Investment research
Portfolio management
Client servicing
Business development in wealth management.
You will work directly with experienced professionals and gain practical industry exposure.
Key Responsibilities :
Portfolio management, asset allocation, and investment research .
Financial planning, risk profiling, and wealth preservation strategies
Analyze market trends, mutual funds, equities, PMS, and other financial instruments
Identify investment opportunities and preparing research notes
Participate in client meetings, prepare portfolio review reports, and present investment insights
Support compliance, documentation, and operational processes Contribute to client acquisition and business development initiatives
Maintain data accuracy, reports, and internal MIS using Excel
Eligibility / Who Should Apply:
MBA (Finance), CWM (Chartered Wealth Manager) , Wealth management / financial markets certifications, CFP.
Preferred Skills:
Strong analytical and numerical aptitude
Deep interest in financial markets and wealth management
Good communication and interpersonal skills
Proficiency in MS Excel
Knowledge of financial modeling and investment research tools is an advantage
High ownership and learning mindset
Why Join Us:
Practical exposure to real-world wealth management
Opportunity to work on live client portfolios
Learn directly from seasoned financial professionals
Exposure to HNI and affluent client advisory
Strong learning and growth environment
Please send your resume to stocktickinvestments@gmail.com with
Subject Line: Application for Wealth RM Stocktick Capital
Compensation: From 300,000.00 per year
Work Location: In person .
