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Strong global brand, metro location, and a generalist advisory-support title increase applicant competition.
Role requires financial-product knowledge and regulatory licensing, limiting cross-industry transferability.
Explicit 2-year minimum, mandatory licensing willingness, and night-shift requirement increase screening strictness.
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Support financial advisors by managing client service activities including investment research, trade execution, and transaction processing.
Organize and manage office workflow to deliver a differentiated client experience, including preparation and follow-up of client meetings.
Coordinate marketing events, compliance documentation, administrative tasks, and assist in growing the advisors' social media presence.
Graduate in finance discipline with at least 2 years of experience or PGDM.
Willingness to obtain licensing certifications (e.g., SERIES 7, State Securities, State Insurance).
Willing to work evening hours (8:00 pm to 4:30 am IST).
Basic knowledge of MS PowerPoint, Excel, Word and exposure to financial products like mutual funds, insurance, retirement services.
Experienced in interacting with financial advisors or U.S. business partners is preferred.
Detail-oriented with high accuracy and ability to meet strict SLAs and timelines.
Comfortable working hybrid with at least 3 days in office per week and collaboration driven environment.