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Valuex Wealth Connect

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5.0

based on 1 Review

i

This rating is based on a small number of reviews, so it may not fully reflect the overall employee experience.
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1 Valuex Wealth Connect Job

Financial Planning Associate

Valuex Wealth Connect Llp

 · 

5.0

 based on 1 Review

0-3 years

₹ 2.4 - 6L/yr

Mumbai

1 vacancy

Financial Planning Associate

Valuex Wealth Connect

posted 3d ago

Job Role Insights

Key skills for the job

Teaching English Financial Planning and Analysis

Job Description

Responsibilities:

* Conduct financial planning analysis using MS Excel & PowerPoint.

* Work with teams on implementation of investment plans

* Prepare monthly reports on performance reviews of portfolios

Prepare Review communication for clients

°° Annual bonus

Employment Type: Full Time, Permanent

Read full job description

What people at Valuex Wealth Connect are saying

Valuex Wealth Connect Benefits

Free Transport
Child care
Gymnasium
Cafeteria
Work From Home
Free Food +6 more
View more benefits

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