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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

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