Asset and Wealth Management-PWM WSS EMEA- Associate- Bengaluru
On-site · Bengaluru, Karnataka, India
Job Summary
Asset and Wealth Management Associate within PWM WSS EMEA based in Bengaluru. You will support Private Wealth Advisors and PWM clients by coordinating wealth advisory services, onboarding new accounts, executing and reconciling trades, and providing client reporting. You’ll develop marketing presentations on equity, fixed income, and alternative investments; analyze portfolio risk and return; assist with investment research, and collaborate with product groups to respond to client needs. The role encompasses relationship management, client service, and operational support to a broad range of high net-worth clients, families, family offices, and foundations, contributing to ongoing wealth-management strategies and the execution of trading and rebalancing activities.
Required Qualifications
- Bachelor’s degree
- 3+ years of relevant work experience
- MS Office proficiency
- Strong communication and interpersonal skills
- Ability to manage multiple projects and adapt to fast-paced environment
- Ability to work with senior management and global stakeholders
- Discretion with confidential information
- Integrity and sound judgment
Desired Qualifications
- Bachelor’s degree in a related field
- 3+ years of prior work experience in wealth management or financial services
- Proficient MS Office (Excel, PowerPoint, Word, Outlook)
- Strong communication skills (written and verbal)
- High attention to detail and ability to manage multiple projects with deadlines
- Ability to interact with senior management and global stakeholders
- Integrity and sound judgment in handling confidential information
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