Wealth Management Analyst

Recruiter
Recruiter - TheBirbal
Location
Noida, Uttar Pradesh (IN)
Salary
In the range of INR 5 - 10 Lakh depending on the candidate profile
Posted
11 Nov 2022
Closes
11 Dec 2022
Ref
100001
Job Function
Wealth Management
Employment Type
Full Time
Education
Bachelors

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
[C] – Business Development
 Crafting documents and collaterals to assist the team in pitching
 Lead research and management 
[D] – Organizational
 Contributing to other organizational committees/projects
 Review of existing Business practices (Research/ Marketing/Operational), to contribute to
needed enhancement 

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