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Assistant Relation Manager@Etica Wealth Management

Company Name Etica Wealth Management
Location Churchgate, Mumbai, India
Job Type Assistant Relation Manager
Job Description

Company Profile : 

Etica Wealth Management Private Ltd. is a Financial Planning and Wealth
Management company. We cater to more than 500 families involving Financial Planning,
Investment Advisory, Risk Management, Portfolio & Wealth Management etc with AUM over
Rs 750 Crore. We believe in a simple approach – ‘Advise clients only those actions which we
implement for our own portfolio’. Also, we firmly believe that “every client is unique & every
plan has to be unique”. We strive to be the client’s most trusted advisor by being transparent
& focused on clients’ primary interests.

Job Description : 

Preparation of Financial Plan: Collect all documents from Client and prepare and
update financial plan on regular basis.
• Operation: Discuss with Client / Relationship manager on the transaction for the
Client and able to execute transaction online through transaction platform
• Review of Client Portfolio: Regular monitoring of Client portfolio and review it every
• Insurance: Prepare Insurance quotes for Client and review existing insurance policy.

Candidates Profile :  

Graduate in any discipline with CFP Degree
Oral and written communication skills in English
Efficient at MS Office
Comfortable with use of technology


Salary :  As per industry standards, negotiable for the right candidate.

Interested candidates can mail their updated

resumes at “” with the company name and profile name.

Please go through the JD carefully before applying.

Posted Date 02/11/2019