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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
quarter.
• 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 “Placement@fpa.edu.in” with the company name and profile name.

Please go through the JD carefully before applying.

Posted Date 02/11/2019

CONTACT US

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