Wealth Management Analyst
- Employer
- Recruiter - TheBirbal
- Location
- Noida, Uttar Pradesh (IN)
- Salary
- In the range of INR 5 - 10 Lakh depending on the candidate profile
- Closing date
- Dec 11, 2022
View more
- Job Function
- Wealth Management
- Industry Sector
- Private Wealth Management Firm
- Certifications
- Passed CFA Level III (Charter Pending), CFA Charterholder
- 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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