Assistant Manager – Wealth Management / Asset Management

About the Role

Responsibilities

• Build deep domain expertise in FS IPs and methodologies; become a knowledge source for the broader team.
• Support active client cases and proposals with domain-specific insights and strategic recommendations for Wealth Management domain.
• Research & Analysis Execution
• Drive structured problem-solving approaches, generate hypotheses, and define analytical deliverables.
• Lead end-to-end execution of research and analysis streams ensuring zero-defect, high-impact output.
• Utilize advanced analytics tools (Tableau, Alteryx, Python, R, SPSS) where appropriate to improve team output and efficiency.
• Team Leadership & Management – Manage and mentor a team of 3–4 members, including Associates and Analysts.
• Client Engagement & Relationship Management
• Own and maintain strong client relationships, demonstrating the ability to adapt to client needs and resolve complex issues.
• Communicate key insights and implications clearly and persuasively across internal and client stakeholders.

Qualifications

• Education & Experience
• Undergraduate degree in B.Com, BBA, BBE, Economics, Statistics, or B.Tech.
• Preferably an MBA from a top-tier institute/university.

Required Skills

• Strong analytical, communication, and leadership capabilities.
• Should have strong experience into Wealth Management or Asset Management.
• Advanced proficiency in Excel and PowerPoint.
• Experience in managing and mentoring teams in a high-performance setting.
• Hands-on knowledge of analytical tools such as Tableau, Alteryx, Python, or R is highly desirable.
• Ability to navigate ambiguity, multi-task, and deliver high-quality outcomes under pressure.

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