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Wealth Management Analyst

Delhi, India
In the range of INR 5 - 10 Lakh depending on the candidate profile
Closing date
Jun 21, 2023

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Job Function
Wealth Management
Industry Sector
Asset Management
Passed CFA Level III (Charter Pending)
Employment Type
Full Time

Enabling the Associate Advisor in managing client wealth

 Client Servicing  Client Data Management  Investment recommendations and notes  Portfolio analysis and reporting  Crafting documents like Investment Policy Statements  Comply with all legal and regulatory requirement

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