Wealth - Client Relationships Associate

Wealth - Client Relationships AssociateWe're looking for highly responsive, empathetic, and customer-oriented individuals who are adept at providing seamless, high-touch service to HNI clients. This role is perfect for a proactive individual who thrive in a fast-paced environment and have a passion for building strong relationships with high-net-worth clients. You'll be the backbone of our client-facing team, ensuring every interaction is seamless and every detail is handled with precision.Who we are:Cambridge Wealth is a respected, award-winning firm in the wealth space. As AMFI, SIF and APMI registered distributors, we work with renowned professionals from various industries, providing exceptional financial solutions. We're a fast-growing, excellence-oriented team focused on delivering outstanding service to our domestic, NRI, and Ultra HNI clients.What you'll do:Client Management: Act as a primary point of contact for our most valued clients (HNIs, Ultra HNIs, NRIs). You'll handle their inquiries, provide timely updates, and ensure their needs are met with a high level of empathy and professionalism.Operational Support: Facilitate and manage the full client lifecycle, from initial onboarding and documentation to executing transactions and resolving issues. You'll ensure all processes are smooth, efficient, and compliant.Data & Reporting: Maintain meticulous client records, ensuring accuracy and confidentiality. You'll also assist in creating detailed portfolio reports that highlight performance and opportunities for our clients.Team Collaboration: Work closely with our wealth management team to track portfolio performance and support strategic initiatives.What we need:Education: A degree in Finance, Commerce, Management, or Economics is preferred.Experience: Previous experience in the financial services or mutual fund industry is a plus, especially if you've worked with high-net-worth clients. Those with hospitality experience in the luxury and premium segments are also welcome to apply.Certifications: Currently valid NISM VA and or other NISM certifications are an advantage(and eventually required if onboarded).Technical Skills: We are strong on tech use & familiarity with the Zoho suite is preferred.Who you are:Client-Focused: You genuinely enjoy building relationships and are driven by a desire to provide exceptional, personalized service.A Clear Communicator: You have excellent verbal communication skills.Detail-Oriented: You have a keen eye for detail and a meticulous approach to your work.Proactive & Resourceful: You don't wait for instructions. You're a problem-solver who takes ownership and can thrive in a dynamic, startup environment.This role is NOT for you if:You prefer a slow-paced, micro-managed environment.You are not comfortable with change or taking on new responsibilities.You're looking for a passive, /"take it easy/" role.What you'll get:A core role with a clear growth path within a fast-growing company.Meaningful Impact: You'll be a vital part of our team, not just a cog in the wheel.A great work environment that is informal, encouraging, and collaborative.Competitive compensation.Our Hiring Process:Online Application: You apply and answer a few quick questions. [5 min]Skills Assessment: An online general aptitude test to evaluate your skills. [60 min]People Video Interview: A quick chat with our People head [30 min]Technical Interview: A discussion about your experience and skills. [30 min]Founder's Interview (In-Person): A final interview to ensure a great fit. [30 min]Offer & Checks: We make an offer, and proceed with a reference and background check.Please note: This is a WFO (Work From Office) opportunity at our Pune, Prabhat Road office

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