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Research Analyst

A Reputed Wealth Management Firm
Delhi (State) (IN)
Salary in the Range in INR 6-9 Lakh depending on experience of the candidate
Closing date
Oct 6, 2023

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Minimum Qualification: Should be a Graduate + CFA or CA or MBA 

Position: Analyst – Wealth Management
Indicative Job Description
[A] – 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 requirements
[B] – Team
 Working closely with the associate advisor and the rest of the team to soak in firm DNA

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