Private Wealth Support Associate

AB

Pune, India
Postgraduate or master's degree in business
2 to 3 years of industry experience
Proficiency in microsoft word and excel
The role supports multiple Wealth Advisors by executing operational needs such as performance reporting and account maintenance

Job Summary

  • The role supports multiple Wealth Advisors by executing operational needs such as performance reporting and account maintenance.
  • Candidates will participate in a comprehensive training program delivered both in classroom and on-the-job settings.
  • The position requires working in a fast-paced atmosphere while ensuring accurate and timely completion of responsibilities.

Matching Summary

The role supports multiple Wealth Advisors by executing operational needs such as performance reporting and account maintenance.

Skills & Requirements

Must-have

  • Postgraduate or master's degree in business
  • 2 to 3 years of industry experience
  • Proficiency in Microsoft Word and Excel

Nice-to-have

  • Strong analytical and communication skills
  • Detail-oriented with multitasking ability
  • Ability to build internal relationships

Key Requirements

  • Master's degree in business, finance, or economics
  • 2-3 years of relevant industry experience
  • Strong leadership experience

Work Rights

Not specified

Tailored Resume

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