Job Responsibilities: Private Wealth Associate

Hiring Organization: Alliance Bernstein

Educational Requirements: Bachelor Degree

Industry: Private

Employment Type: Full Time

Salary: ₹35k/Month

Location: Maharashtra, India

AB Customer Job (Remote, Phone, Live Support) 2024 – Apply

Task Summary:

Position Overview

Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and super high-net-worth clients. As an industry chief, we put individuals first and pride ourselves on selecting and developing high caliber ability. AB Customer Job (Remote, Phone, Live Support) 2024 – Apply

Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Wealth Advisors, assist with propelling the development of our Private Wealth Management Stage. This is an exciting and challenging opportunity to collaborate with Advisors to provide resource allocation recommendations, capital business sectors positioning, portfolio analytics, and wealth and heritage planning for high-net-worth individuals and families.

AB Customer Job (Remote, Phone, Live Support) 2024 – Apply

An Associate will:

• Team up and network with senior professionals all through the firm to fuel career achievement
• Join forces with Wealth Advisors to build their business and provide service and backing functions like portfolio analysis, account creation and maintenance, and client/prospect meeting preparation
• Build relationships with clients and prospective clients to comprehend and uphold all parts of their servicing needs
• Strive to provide an elite degree of customer service and backing

AB Customer Job (Remote, Phone, Live Support) 2024 – Apply

Our Comprehensive Development Program

Associates will participate in a vigorous and comprehensive training program – The Associate Development Program (ADP). Following quite a while of weighty financial investment and input from industry pioneers, ADP is a stand-out opportunity. The Program is designed to build a foundation of investment information and foster the quantitative and qualitative skills expected to achieve long haul stability and achievement, no matter what your incoming foundation.

AB Customer Job (Remote, Phone, Live Support) 2024 – Apply

Parts of the Associate Development Program (ADP) Include:

• Top to bottom industry training on proprietary investments, services, policies and methodology
• High level training on trusts and domains, wealth planning, investment management philosophies, and financial management strategies
• An emphasis on client service greatness, partnership and sales training in order to provide an exceptional client experience
• Behavioral training intended for the development of communication, leadership, and other professional skills
• Career management, one-on-one coaching, and specialized skills training to achieve accomplishment past the Associate job

AB Customer Job (Remote, Phone, Live Support) 2024 – Apply

Associates have a myriad of opportunities to continue their career with us as a client service professional or in regions including Leadership, Wealth Strategies, Investment Strategies, and building their own business as an Advisor. We view our Associates’ all’s development in a serious way, and we center around understanding every individual’s assets and aspirations, personalizing a guide with the progress of each colleague in mind. As Associates progress in the job, and as milestones are achieved and center competencies are exhibited (typically throughout the span of ~3 years), we praise the opportunity to propel colleagues on to other exciting opportunities at Bernstein Private Wealth Management.

AB Customer Job (Remote, Phone, Live Support) 2024 – Apply

Work Qualifications

We Are Seeking:

• Individuals who have solid analytical and communication skills (both written and verbal) and an ability to build relationships.
• Accomplished cooperative people who thrive in a rigorous and challenging environment.
• Individuals who are client-centered and detail-oriented with serious areas of strength for a to multi-errand and work under tension in a quick moving environment.
• Individuals who have a bachelor’s degree with greatness in academics and solid leadership experience.
• Proficiency in Word and Succeed are required.

AB Customer Job (Remote, Phone, Live Support) 2024 – Apply

Desired Qualifications

• 1-2 years client service experience, financial services industry experience an or more
• The Firm will support required series tests, including SIE, Series 7, and Series 63, however candidates with licenses are an or more.

AB Customer Job (Remote, Phone, Live Support) 2024 – Apply

About AB India Benefits:

Here are a few general advantages that workers at innovation and organizations like AB could regularly get:

1. Medical services Advantages: This incorporates clinical, dental, and vision inclusion for representatives and once in a while their wards.
2. Retirement Plans: Many organizations offer 401(k) plans or comparative retirement investment funds choices to assist representatives with putting something aside for their future.
3. Taken care of Time (PTO): This incorporates excursion days, occasions, and wiped out leave.
4. Life coverage and Handicap Inclusion: A few organizations give disaster protection inclusion and inability advantages to workers.
5. Adaptable Spending Records (FSAs) or Wellbeing Investment accounts (HSAs): These records permit representatives to save pre-charge dollars for qualified clinical costs.
6. Worker Help Projects (EAPs): EAPs might offer directing administrations, emotional wellness backing, and assets for representatives and their families.
7. Proficient Advancement Open doors: Organizations frequently energize persistent learning and may give preparing projects, studios, or educational cost repayment.
8. Investment opportunities or Value: In innovation related organizations, representatives might have chances to get investment opportunities or value as a component of their pay.
9. Wellbeing Projects: A few organizations offer wellbeing drives, for example, rec center participations, wellness classes, or wellbeing and health assets.
10. Representative Limits: Organizations might give limits on their items or administrations or bring associations with different organizations to the table for worker limits.
11. Adaptable Work Plans: This could incorporate choices like remote work, adaptable hours, or compacted work filled weeks.
12. Parental Leave: Organizations frequently give parental pass on strategies to help representatives who are inviting another youngster.