The Wealth Management & Operations Specialist at MoneyKonnect LLP will play a multifaceted role that extends beyond client relationship management. In addition to cultivating relationships across a wide spectrum of clients, you will be responsible for backend transactions and have overall ownership of operations. This position is based in our Noida Sector 27 office
Key Responsibilities:
Develop and maintain strong relationships with a diverse clientele, from retail investors to high net worth individuals, by understanding their unique financial objectives.
Offer tailored financial advice and investment strategies to different segments of the client base
Handle backend transactions, including trade execution, account management, and reconciliation.
Oversee end-to-end operations, ensuring smooth workflow and compliance with internal and external regulations.
Work closely with internal departments like product specialists and investment advisors to provide a holistic financial solution to clients.
Proactively identify opportunities to cross-sell MoneyKonnect LLPs suite of financial products, such as loans, insurance, and mutual funds
Ensure all operations and transactions are in line with regulatory standards and company policies.
Requirements:
Bachelors degree in Finance, Business Administration, or a related field.
Minimum of 5 years of experience in wealth management, financial operations, or similar roles.
Ability to manage different client segments and adapt financial strategies accordingly.
Strong operational skills, with an understanding of backend transaction processes.
Comprehensive knowledge of investment products, financial markets, and wealth management strategies.
Exceptional communication and interpersonal skills.
Ability to work in a target-driven environment and meet strict deadlines.
Certifications like NISM-Series-X-A and NISM-Series-V-A are a plus.
