Research Analyst
- Employer
- A Reputed Wealth Management Firm
- Location
- Delhi (State) (IN)
- Salary
- Salary in the Range in INR 6-9 Lakh depending on experience of the candidate
- Closing date
- Oct 6, 2023
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- Job Function
- Wealth Management
- Industry Sector
- Private Wealth Management Firm
- Certifications
- Passed CFA Level II, Passed CFA Level III (Charter Pending)
- Employment Type
- Full Time
- Education
- Masters
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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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