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RESEARCH ANALYST - WEALTH
2-4 years
Kolkata, Bangalore / Bengaluru
1 vacancy
RESEARCH ANALYST - WEALTH
Right Horizons Financial Services
posted 3mon ago
Job Role Insights
Flexible timing
Job Description
- 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
- 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
Employment Type: Full Time, Permanent
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