Investment Support Associate

Key Responsibilities

• Manage client portfolios through regular monitoring, performance tracking, and reporting.
• Conduct research on investment products including Mutual Funds, PMS, AIFs, and other wealth management solutions to support investment decisions.
• Build and maintain strong client relationships through proactive communication and high-quality service.
• Coordinate seamless execution of investment transactions and ensure accurate maintenance of client records.
• Stay updated on market developments, economic trends, and regulatory changes to provide informed guidance.
• Collaborate with internal teams to deliver a superior client experience.

Desired Qualifications

• CFP® certification (completed or currently pursuing) preferred.
• Bachelor's degree in Finance, Commerce, Economics, Business Administration, or a related discipline.
• 2–5 years of experience in wealth management, financial planning, private banking, investment advisory, or financial services.
• Proficiency in Microsoft Excel and CRM/back-office systems.

Desired Skills

• Excellent communication and relationship management skills.
• Strong client servicing and stakeholder management abilities.
• Analytical mindset with strong attention to detail.
• Ability to manage multiple client requests efficiently.
• Customer-first approach with high ethical standards.

Why Join Us?

• Opportunity to work with a growing wealth management practice.
• Exposure to a wide range of investment products and high-net-worth clients.
• Collaborative and learning-oriented work environment.
• Career growth opportunities in financial planning and wealth advisory.

If you're passionate about helping clients achieve their financial goals and want to build a rewarding career in wealth management, we'd love to hear from you.