C
Choice International
Wealth Management Associate
2 months ago
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Important information
Contract type:
Permanent
Location:
Mumbai, Maharashtra, India
Work mode:
Onsite
Published on:
12 August 2026
What they need
Wealth Management Associate – Mumbai
Experience: 1–3 Years
- Manage HNI, Corporate Treasury & Family Office clients.
- Advise and sell MF, FD, Bonds, PMS, AIF, Structured Debt & Pre-IPO products.
- Drive AUM, revenue growth & client acquisition.
- Conduct portfolio reviews and provide investment solutions.
- Strong sales, communication & relationship management skills required.
- MBA/PGDM/CA Finance preferred; NISM certification is an advantage.
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