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Manager- Wealth Advisory

2.00 to 7.00 Years   Delhi   02 Nov, 2024
locus enterprises
Job LocationDelhi
EducationNot Mentioned
SalaryRs 6 - 14 Lakh/Yr
IndustryFinancial Services
Functional AreaOperations Management / Process Analysis
EmploymentTypeFull-time

Job Description

    Investment and Wealth Advisory to HNI and UHNI Clients.Prepare and maintain investment/portfolio sheets for clientsResearch a whole gamut of investment products across various asset classesMaintain detailed meeting notes of the meetings and execute follow-ups on a timely basisInteract with clients - mostly UHNIs - on their queriesompute advisory fees quarterlyLiaison with clients CAs during tax filing periodRelated work experience of 2 to 3 years role in the financial sectorCA and/or CFA (Level 2 or 3) is a MUST

Keyskills :
wealthchartered accountancyadvisory

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