Wealth Management Associate
Fresher
Chandigarh
Assisted in understanding client financial needs and investment objectives
Supported senior advisors in preparing basic investment and portfolio report
- Monitored market updates and learned fundamental investment concepts
- Assisted clients in understanding investment options and financial strategies.
- Coordinated portfolio reviews and scheduled client meetings for financial assessments.
- Supported wealth management team with market research and analysis reports.
- Prepared client documentation for account openings and investment transactions.
- Developed client relationships through regular communication and follow-ups.