Wealth Management Analyst
- Employer
- TheBirbal.com
- 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
- Certifications
- Passed CFA Level III (Charter Pending)
- 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