Full-time

Wealth management Associate- Immediate joiner

Posted by PineQ Lab Technology • gurugram, gurugram, India

📍 gurugram, gurugram 🕒 March 01, 2026

About the Role

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 ...

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