Company Description
Sanctum Wealth is a full-stack wealth management platform that oversees more than 35,000 crores of client assets for more than 1,300 high-net-worth families in India and abroad. Our vision is to be the most trusted wealth advisor in India. With headquarters in Mumbai, we have a presence in six major Indian cities, including Mumbai, New Delhi, Bengaluru, Chennai, Kolkata, and Ahmedabad. Through our two legal entities and six regulatory licenses, we provide clients a range of services that include investments, estate planning, real estate, and private transactions.
Role Description
This is a full-time role at Sanctum Wealth. As an Associate, you will be responsible for day-to-day tasks related to wealth management, including client relationship management, portfolio monitoring, investment research, financial planning, and preparing client presentations. This is an on-site role located in Mumbai.
Qualifications
- Strong knowledge of investment research and financial planning
- Experience in client relationship management
- Excellent analytical and problem-solving skills
- Ability to work well in a team and independently
- Excellent communication and presentation skills
- Proficient in financial modeling and analysis
- Attention to detail and accuracy
- Bachelor's degree in Finance, Economics, or related field
- Certifications such as CFA or CFP are a plus
