RESEARCH ANALYST - WEALTH

Job Responsibilities Will Include:

• Prepare Financial plan
• Prepare Periodic portfolio reviews
• Provide portfolio analysis and recommendations
• Prepare customized portfolio reports on bespoke basis
• Provide reporting and tax support
• Ensure of investment activities and reporting

Skills, Experience and Certification as Required

• CFP/CWM certified or pursuing/NISM Advisory certification
• 2-4 years of experience in Wealth management industry
• Fair understanding of MFs, PMS, AIF, Insurance, real estate and other products
• Strong excel and PowerPoint skills
• Good English Skills – both written and communication
• Passionate to grow in wealth advisory and learn about the markets and industries
• Ability to adhere to the processes and closure of the assignment

Location: Bangalore and Kolkata

Job Type: Full-time, Permanent