ASSOCIATE WEALTH MANAGER @ VERDESHELL
Verdeshell is looking for a dedicated Associate Wealth Manager to join our team in Surat. In this role, you will be responsible for supporting senior wealth managers in the day-to-day management of client portfolios. You will play a crucial part in ensuring smooth client servicing and contributing to the overall business growth through effective coordination and proactive relationship management. This position offers a dynamic work environment with standard working hours from 10:00 am to 7:00 pm, Monday through Saturday.
The ideal candidate should possess a strong background in financial services or banking, with a deep understanding of various investment products such as Mutual Funds and Insurance. You will be expected to track portfolios, generate detailed reports, and assist in comprehensive portfolio reviews for high-net-worth individuals. By building and maintaining long-term relationships with clients, you will help uphold Verdeshell's reputation for excellence in the wealth management sector and ensure high levels of client satisfaction.
The ideal candidate should possess a strong background in financial services or banking, with a deep understanding of various investment products such as Mutual Funds and Insurance. You will be expected to track portfolios, generate detailed reports, and assist in comprehensive portfolio reviews for high-net-worth individuals. By building and maintaining long-term relationships with clients, you will help uphold Verdeshell's reputation for excellence in the wealth management sector and ensure high levels of client satisfaction.
Key Requirements
2–5 years of experience in financial services / wealth management / banking
Understanding of investment products (Mutual Funds, Insurance, etc.)
Good communication and interpersonal skills
Ability to manage multiple tasks and meet deadlines
Portfolio tracking and reporting skills
Capability to assist in portfolio reviews and reporting
Ability to build and maintain long-term client relationships
Bachelor's or Master's degree in Business Administration, Finance, Economics, or related field
Proficiency in Microsoft Office Suite, particularly Excel for data analysis
Strong analytical skills and attention to detail in financial planning
Ability to work effectively in a team-oriented environment
Self-motivated with a proactive approach to client service