Wealth management Associate- Immediate joiner
PineQ Lab Technology
0 - 3 years
Gurugram
Posted: 19/02/2026
Getting a referral is 5x more effective than applying directly
Job Description
Job Location: Gurgaon(Sector 30)
Role Responsibilities:
- Support end-to-end wealth management and investment operations
- Handle backend activities related to Equity, Mutual Funds, ETFs, and Cryptocurrency (Digital Assets)
- Assist in transaction processing, portfolio reporting, reconciliations, and MIS
- Monitor investment activities and ensure accurate operational execution
- Coordinate with internal teams for smooth processing and issue resolution
- Maintain operational records and ensure compliance with process guidelines
Mandatory Requirements:
- Minimum 6 months of relevant experience in Wealth Management / Investment Operations
- Exposure to Equity, Mutual Funds, and ETFs
- Crypto / Digital Assets experience is mandatory
- Backend / operations role (not sales or relationship management)
- Good understanding of capital market products and processes
- Candidate should be open for immediate interview & joining
Education:
Graduate / Undergraduate (Finance background preferred)
Please let me know if this role is suitable for you and share your updated CV.
Services you might be interested in
Improve Your Resume Today
Boost your chances with professional resume services!
Get expert-reviewed, ATS-optimized resumes tailored for your experience level. Start your journey now.
