Wealth Management Associate

Research, Growth & Operations

Location

Thane Wagle Estate

Experience

2–3 Years

Employment Type

Full Time

Industry

Wealth Management / Investment Advisory / Financial Services

Role Category

Wealth Management / Investment Research / Client Servicing

About The Role

We are looking for a proactive and ownership-driven Wealth Management Associate to work closely with the Partner heading the Wealth Management vertical.

The role combines investment research, portfolio support, AUM growth tracking, client servicing and oversight of investment operations. It is ideal for someone who enjoys understanding investments, working with data, following through on opportunities and ensuring that client requirements are executed smoothly.

The selected candidate will have the opportunity to gradually develop into a broader Wealth Manager / Team Lead role.

Key Responsibilities

Investment Research & Portfolio Support

• Research Mutual Funds, PMS, AIFs, GIFT City products and other investment opportunities
• Analyse investment products based on performance, risk, portfolio quality, fund manager track record, costs and suitability
• Prepare product comparisons, investment notes and client-ready presentations
• Assist in portfolio reviews, asset allocation and investment recommendations
• Track market developments and assess their relevance to client portfolios
  
  

AUM Growth & Business Tracking

• Track monthly and annual AUM growth targets
• Maintain and monitor the investment pipeline
• Identify potential additional investment opportunities within the existing client base
• Track expected inflows, client follow-ups and pending investment decisions
• Prepare regular MIS on AUM growth, inflows, outflows and opportunities
• Support referral and client engagement initiatives
  
  

The focus will be on relationship-led growth and disciplined follow-up rather than aggressive selling.

Client Servicing

• Assist in preparing for client portfolio review meetings
• Coordinate investment recommendations and action points arising from meetings
• Follow up on pending client requirements
• Gradually participate in client discussions and portfolio reviews
  
  

Operations Oversight

• Coordinate with the Wealth Management operations team for timely execution of investment transactions
• Review pending transactions and service requests
• Monitor turnaround time and ensure timely closure of client requirements
• Help improve internal processes, trackers, checklists and reporting systems
• Ensure accuracy and completeness of investment-related documentation and execution
  
  

Candidate Profile

• Proactive and highly organised
• Strong in ownership and follow-through
• Analytical and comfortable working with numbers
• Calm and professional in communication
• Target-oriented without being aggressively sales-driven
• Curious about investments and financial markets
• Capable of coordinating with multiple people and ensuring closure
• Comfortable taking responsibility and working independently
  
  

Qualification & Experience

• 2–3 years of relevant experience in Wealth Management, Investment Advisory, Family Office, Mutual Funds, PMS, AIFs or Investment Research
• MBA Finance / CFA / CFP / CA Inter / Commerce or Finance graduate preferred
• Good understanding of Mutual Funds and investment products
• Strong Excel and analytical skills
• Good written and verbal communication skills
• Comfortable using technology, financial platforms and AI tools
• Exposure to PMS, AIFs, NRI investments or GIFT City products will be an advantage
  
  

Skills Required

Investment Research | Portfolio Analysis | Mutual Funds | PMS | AIF | Asset Allocation | Wealth Management | Financial Planning | Client Servicing | AUM Tracking | Investment Advisory | MIS Reporting | Microsoft Excel | Financial Markets

Who Should Apply

This role would suit someone who wants to build a long-term career in Wealth Management and eventually take greater responsibility for research, portfolio management, client relationships and team coordination.

We are looking for a person who naturally thinks: What needs to be done, what is pending, what opportunities are available and how do we ensure everything reaches closure

If you enjoy investment research, client relationships and taking ownership of outcomes, we would be happy to hear from you.

Skills: advanced ms excel,financial analysis,ai tools & technology,portfolio analysis,client servicing & relationship management,investment research,financial market knowledge,follow-up & coordination