Company: Stocktick Capital (A venture of Waymark Enterprises Pvt Ltd)
Location: Panvel, Navi Mumbai
CTC : 2.5L-3L and upwards per annum.
Role: Full time.
Description:
As a Wealth Management RM, you will gain hands-on exposure across the complete spectrum of wealth advisory and portfolio management.
This job role is designed for individuals who are keen to build expertise in:
- Financial planning
- Investment research
- Portfolio management
- Client servicing
- Business development in wealth management.
You will work directly with experienced professionals and gain practical industry exposure.
Key Responsibilities :
- Portfolio management, asset allocation, and investment research .
- Financial planning, risk profiling, and wealth preservation strategies
- Analyze market trends, mutual funds, equities, PMS, and other financial instruments
- Identify investment opportunities and preparing research notes
- Participate in client meetings, prepare portfolio review reports, and present investment insights
- Support compliance, documentation, and operational processes Contribute to client acquisition and business development initiatives
- Maintain data accuracy, reports, and internal MIS using Excel
Eligibility / Who Should Apply:
- MBA (Finance), CWM (Chartered Wealth Manager) , Wealth management / financial markets certifications, CFP.
Preferred Skills:
- Strong analytical and numerical aptitude
- Deep interest in financial markets and wealth management
- Good communication and interpersonal skills
- Proficiency in MS Excel
- Knowledge of financial modeling and investment research tools is an advantage
- High ownership and learning mindset
Why Join Us:
- Practical exposure to real-world wealth management
- Opportunity to work on live client portfolios
- Learn directly from seasoned financial professionals
- Exposure to HNI and affluent client advisory
- Strong learning and growth environment
Please send your resume to [email protected] with
Subject Line: Application for Wealth RM – Stocktick Capital
Pay: From ₹300,000.00 per year
Work Location: In person
