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Associate
Wealth Yantra - VAVE Asset Services LLP
Chennai, Tamil Nadu, India0–2 yrs1h agovia LinkedIn
This job at a glance
- Who can apply
- Freshers and up to 2 years
- Work
- On-site in Chennai
- Pay
- Not stated by the employer.
- Listed
- 29 Oct 2026 · still open
About the Role
Associate – Wealth is a vital cog in our process that connects the Investors to the platform with a goal to “Do what is SUITABLE for the Investors”.
Key Responsibilities
- Follow-up with leads generated by the firm/ references for conversion
- Collect, organize and summarize financial data of a family (including but not limited to understanding investment products, liabilities and financial goals)
- Develop an Investment Policy Statement (IPS) for the Investor including Risk profiling & Goal planning
- Curate suitable list of MFs based on IPS and internal research
- Perform regular client reviews and suggest changes
- Communicate regularly with the clients on current investments and opportunities