Wealth Management Analyst

Location
Delhi, India
Salary
In the range of INR 5 - 10 Lakh depending on the candidate profile
Posted
May 22, 2023
Closes
Jun 21, 2023
Ref
110005
Job Function
Wealth Management
Industry Sector
Asset Management
Employment Type
Full Time
Education
Bachelors

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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