199 Wealth Management jobs in India

About the Company

At Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and intuitive tools, Prosperr.io simplifies financial complexities, providing seamless solutions tailored to the needs of salaried professionals and HR leaders alike. Founded by Manas and Dev Kumar, the company specializes in assisting salaried individuals with tax planning, management, and income tax filing. Recently, Prosperr.io raised $1.55 million in pre-seed funding, led by a prominent investor.

About the Role :

Are you passionate about finance and eager to gain hands-on experience in the world of wealth management? We are looking for a dynamic and motivated Wealth Management Intern to join our team and help drive impactful financial strategies.

Responsibilities :

• Assist in preparing and analyzing financial reports to support wealth management strategies.
• Conduct market research and data analysis to provide insights and recommendations.
• Support the creation of investment portfolios and wealth management presentations.
• Help prepare detailed reports using Excel and PowerPoint for client presentations and internal meetings.
• Collaborate with senior wealth managers and contribute to ongoing client projects.

Required Skills :

• Proficiency in Excel and PowerPoint .
• Strong ability to create insightful and thorough research reports .
• Solid analytical skills to assess and evaluate financial data.
• Good understanding of finance , with the ability to apply theoretical knowledge to practical situations.
• A keen interest in exploring and utilizing AI tools for data analysis and report generation (preferred).

Compensation package : upto INR 2000 per month

Why Join Us?

• Opportunity to learn and grow under the mentorship of experienced professionals in wealth management.
• A dynamic and collaborative work environment that values fresh perspectives and innovation.

Description

Asset Transfer and Brokerage Support team is part of Wealth management US Operations, which takes care of asset movement and alternative investments for Private bank and Brokerage clients.

What we’ll offer you

As part of our flexible scheme, here are just some of the benefits that you’ll enjoy

Your key responsibilities

Your skills and experience

How we’ll support you

About the Company

At Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and intuitive tools, Prosperr.io simplifies financial complexities, providing seamless solutions tailored to the needs of salaried professionals and HR leaders alike. Founded by Manas and Dev Kumar, the company specializes in assisting salaried individuals with tax planning, management, and income tax filing. Recently, Prosperr.io raised $1.55 million in pre-seed funding, led by a prominent investor.

About the Role :

Are you passionate about finance and eager to gain hands-on experience in the world of wealth management? We are looking for a dynamic and motivated Wealth Management Intern to join our team and help drive impactful financial strategies.

Responsibilities :

• Assist in preparing and analyzing financial reports to support wealth management strategies.
• Conduct market research and data analysis to provide insights and recommendations.
• Support the creation of investment portfolios and wealth management presentations.
• Help prepare detailed reports using Excel and PowerPoint for client presentations and internal meetings.
• Collaborate with senior wealth managers and contribute to ongoing client projects.

Required Skills :

• Proficiency in Excel and PowerPoint.
• Strong ability to create insightful and thorough research reports.
• Solid analytical skills to assess and evaluate financial data.
• Good understanding of finance, with the ability to apply theoretical knowledge to practical situations.
• A keen interest in exploring and utilizing AI tools for data analysis and report generation (preferred).

Compensation package : upto INR 2000 per month

Why Join Us?

• Opportunity to learn and grow under the mentorship of experienced professionals in wealth management.
• A dynamic and collaborative work environment that values fresh perspectives and innovation.

About the Company

At Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and intuitive tools, Prosperr.io simplifies financial complexities, providing seamless solutions tailored to the needs of salaried professionals and HR leaders alike. Founded by Manas and Dev Kumar, the company specializes in assisting salaried individuals with tax planning, management, and income tax filing. Recently, Prosperr.io raised $1.55 million in pre-seed funding, led by a prominent investor.

About the Role :

Are you passionate about finance and eager to gain hands-on experience in the world of wealth management? We are looking for a dynamic and motivated Wealth Management Intern to join our team and help drive impactful financial strategies.

Responsibilities :

• Assist in preparing and analyzing financial reports to support wealth management strategies.
• Conduct market research and data analysis to provide insights and recommendations.
• Support the creation of investment portfolios and wealth management presentations.
• Help prepare detailed reports using Excel and PowerPoint for client presentations and internal meetings.
• Collaborate with senior wealth managers and contribute to ongoing client projects.

Required Skills :

• Proficiency in Excel and PowerPoint .
• Strong ability to create insightful and thorough research reports .
• Solid analytical skills to assess and evaluate financial data.
• Good understanding of finance , with the ability to apply theoretical knowledge to practical situations.
• A keen interest in exploring and utilizing AI tools for data analysis and report generation (preferred).

Compensation package : upto INR 2000 per month

Why Join Us?

• Opportunity to learn and grow under the mentorship of experienced professionals in wealth management.
• A dynamic and collaborative work environment that values fresh perspectives and innovation.

Job Responsibilities

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Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus

Financial Planning (FP) and Portfolio Services

Execution of transactions post FP and on periodical basis

Manage Private Wealth, PMS and AIF fund related queries

Ensure delivery of various MIS reports as per requirements

To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization

To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery

Ensure discipline of asset allocation

Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class

To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition

Continuous learning, to be better equipped than our competitors

To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams

To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances

To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM

Revenue Generation

Build AUA

Skills

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• Excellent communication
• Proven skills of significantly improving the structure and readability of written communication

Competencies:

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• Lives the Company Values
• Business Awareness & Market Knowledge
• Customer Centricity.
• People Connect
• Result Orientation
• Networking Ability

Qualification

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Post Graduate / MBA from a reputed institute

Position Summary

This role will be responsible for conducting internal audit activities that assess risks and controls in Ireland’s wealth management business and potentially in the wider Asset Management business of Cantor Fitzgerald group. The ideal candidate will have a proven record of audit execution in accordance with IIA standards and a good familiarity and hands on experience with key regulations in Ireland.

Major Responsibilities:

• Perform audit work assigned according to the standards of Internal Audit’s (IA) risk-based methodology.
• Design effective and efficient tests of key controls or processes to assess risks, validate the adequacy of design and operating effectiveness of key controls.
• Design and execute substantive testing, including data analysis.
• Perform and document audit work and conclude on the audit tests results.
• Identify, assess and report on all key risks and compliance issues/ breaches in the area audited.
• Review and tests management actions taken by Business to remediate issues and deficiencies.
• Draft clear, concise, and well-supported audit findings in the working paper and audit tool.
• Work with the audit team and internal management to communicate issues or delays that may arise throughout the audit.
• Perform validation of management actions and documentation of action closure, including follow up with action owners when needed.
• Develop a thorough understanding of audits and assigned functions, including technology, products, organizational activities and systems.
• Execute special or ad-hoc projects as requested.

Key Contacts and Working Relationships:

• Establish and maintain relationships with key stakeholders within the Firm.
• Liaise with Front Office, Middle Office, Compliance, Risk and Support Functions to ensure clear understanding of the audit scope, issues raised, and action point required to address the findings.
• IA Audit Lead, IA Director, Head of Internal Audit for EMEA/ APAC, Global Head of Internal Audit (as needed).

Skills:

• 5 + years of experience in asset management/ financial services (wealth management preferred) including experience in performing operational, regulatory, compliance, financial audits.
• Familiarity of relevant regulatory framework and requirements in Ireland (MiFID II/ MiFIR, Investment Firms Regulation, Consumer Protection Code, Client Asset Requirement etc.).
• Strong analytical and project management skills, ability to prioritise and multi-tasked when needed.
• Effective communication skills (verbal and written) and interpersonal skills as well as interest in developing to succeeding roles in IA.
• Motivated with proven ability to research, interpret and apply regulatory requirements.
• Ability to build strong working relationships with peers, staff and relevant stakeholders.
• Self-motivated and able to work independently and as part of a team.
• Strong familiarity with MS Office including Word, Excel, PowerPoint, Outlook.

Education/ Experience Requirements:

• Bachelor’s degree in accounting, finance or any business-related area preferred.
• CIA, CPA, ACA, CA, ACCA, CFA or other similar certification preferred.