As a Junior Wealth Management Associate at Falconvest Investments And Consultancy Private Limited, you will have the opportunity to work with a team of experienced professionals in the finance industry. Your role will be to assist clients in managing their wealth, building relationships, and solving complex financial problems.
Key Responsibilities:
1. Conduct financial analysis and research to support wealth management strategies for clients
2. Develop and maintain strong client relationships through regular communication and personalized service
3. Assist in the implementation of investment strategies and financial plans tailored to each client's needs and goals
4. Collaborate with senior team members to provide comprehensive financial advice and guidance to clients
5. Monitor and track client portfolios, making recommendations for adjustments as needed to optimize performance
6. Stay informed of industry trends and market developments to provide clients with up-to-date information and insights
7. Act as a trusted advisor to clients, helping them navigate financial decisions and achieve their long-term financial objectives
1. Candidates with minimum 2 years of experience.
2. Those who are from or open to relocate to Mumbai and neighboring cities
Annual CTC: ₹ 8,00,000 - 10,00,000 /year
Falconvest Investments And Consultancy Private Limited is involved in activities such as other financial activities.
