Wealth Management Specialist

Company Description AMK Capital Services Pvt. Ltd. is a Noida-based financial services firm that helps individuals, families, and businesses access investment and capital solutions through one accountable relationship. As an AMFI-registered mutual fund distributor (ARN-346148), the firm works with leading regulated platforms to bring clarity to financial decisions and connect clients to suitable products and institutions. AMK follows a goal-based, transparent, and process-driven approach, focusing on defined objectives, timelines, liquidity needs, and regular reviews. Its philosophy emphasizes clarity over complexity, purposeful diversification, evidence-informed selection, and cost discipline, supported by a structured process of consultation, planning, implementation, servicing, and review. The firm accesses PMS, AIF, private-market, bond, and GIFT City products via its Centricity partnership, while clearly disclosing that it does not manage portfolios, issue products, or operate as a lender/NBFC.
Role Description This is a full-time, on-site Wealth Management Specialist role based in Noida. The Wealth Management Specialist will engage with clients to understand their financial goals, risk profiles, and liquidity needs, and will recommend appropriate mutual funds, insurance solutions, and other investment products aligned with AMK’s goal-based process. Day-to-day responsibilities include conducting client consultations, preparing financial and investment plans, monitoring portfolios, and providing ongoing service and periodic review meetings. The role involves coordinating with partner platforms and product providers, preparing clear documentation and reports, and ensuring regulatory and internal compliance in all client interactions. The Wealth Management Specialist will contribute to continuous improvement of processes and client experience while supporting business development activities as needed.
Qualifications
Candidates should possess strong skills in Financial Planning and Finance, with the ability to translate client goals into structured plans.
Candidates should possess solid knowledge of Investment Management and Investments, including mutual funds and other regulated products.
Candidates should possess relevant understanding of Insurance solutions and their role in comprehensive wealth management.
Strong analytical, quantitative, and problem-solving skills, with attention to detail in documentation and reporting.
Excellent communication and interpersonal skills, with the ability to build long-term client relationships and explain complex concepts in simple terms.
Ability to work in a process-driven, transparent framework, adhering to regulatory guidelines and ethical standards.
Relevant academic background in Finance, Commerce, Economics, Business, or a related field; professional certifications (e.g., NISM, CFP, AMFI) are an advantage.
Prior experience in wealth management, financial advisory, or investment distribution, preferably in a goal-based advisory environment, is beneficial.

Work arrangement
No