Wealth Management Associate (Chartered Accountant)

Job Title - Management Trainee

CTC - 11.11L (Inclusive of Variable Pay)

Education Background - Chartered Accountant

Job Location - Pune (Shivajinagar)

An account manager (AM) role is to support the RM in maintaining and building the RM wealth management business.

Role:

1)Financial Planning, Portfolio Strategy and Reporting

a. Assisting the RM in making of financial plans for clients keeping in mind

i. Client requirement and

ii. Our 2 point strategy by following the 6 step process

b. Reporting the performance of the portfolio on regular intervals and highlight the asset allocation and IRR.

c. Highlighting to the RM, client wise, how clients actual portfolio are in variance with the strategic plan and

actionable to get the portfolio aligned to the strategic portfolio

2) Identifying oppo...