Website:
assetzpremier.com
Job details:
About Us
AssetZ Premier Wealth Advisory Pvt Ltd is a SEBI-registered wealth management firm and one of Tamil Nadu's leading firms in the wealth management space. We work with individuals, families, corporates, and trusts, offering independent and research-driven financial solutions.
Role Overview
We are inviting applications for the role of Wealth Management Associate (Relationship & Investment Support). This opportunity is open to both freshers and experienced professionals who demonstrate strong communication skills, financial aptitude, and a genuine interest in wealth management.
We value individuals who take initiative, learn continuously, and actively look for better ways of doing things rather than waiting to be instructed.
You will work closely with clients and senior wealth managers to support client relationships, coordinate investment execution, resolve client queries, prepare portfolio review materials, and ensure a seamless client experience. Based on your performance and capability, you will gradually take ownership of client relationships and assume greater responsibilities across client servicing, portfolio reviews, and relationship development.
Desired Skills & Attributes
- Excellent written and verbal communication skills.
- Strong analytical ability and comfort working with numbers.
- Curiosity to learn and understand businesses, investments, and financial markets.
- High level of ownership, accountability, and reliability.
- Ability to think independently and solve problems in a structured manner.
- Strong attention to detail and commitment to accuracy.
- Comfortable working with Excel, PowerPoint, and digital tools.
- Ability to prioritize work and perform well in a fast-paced environment.
- Commitment to continuous learning and self-improvement.
Qualification & Experience
- Graduate or Postgraduate in Commerce, Finance, Management, or related fields.
- Freshers with strong aptitude are encouraged to apply.
- Experience in banking, wealth management, mutual funds, or financial services will be an added advantage.
- Candidates who have completed or are pursuing professional certifications such as CFA or CFP will be preferred.
Why Join Us?
- Merit-driven growth with increasing responsibility based on performance.
- Opportunity to work closely with experienced wealth managers and gain exposure to real client portfolios.
- Exposure to client relationship management, investment research, and portfolio review processes.
- A learning-oriented culture that values curiosity, ownership, and continuous improvement.
If this sounds like you or someone in your network, we'd love to hear from you.
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