Wealth - Client Relationships Associate

Wealth - Client Relationships Associate

We'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:

1. Online Application:  You apply and answer a few quick questions. (5 min)
2. Skills Assessment:  An online general aptitude test to evaluate your skills. (60 min)
3. People Video Interview:  A quick chat with our People head (30 min)
4. Technical Interview:  A discussion about your experience and skills. (30 min)
5. Founder's Interview (In-Person):  A final interview to ensure a great fit. (30 min)
6. 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