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    Job · 18951733

    N53 TECHWORKS LLP logo

    Portfolio Analyst/ Sr. Portfolio Analyst

    N53 TECHWORKS LLP · Bengaluru · hybrid · Posted 29d ago

    ₹8.0L - ₹12.0L PA2–7 yrsfulltimeSourced fromNaukri

    About a minute. You'll make an account on the way through.

    About this role

    PeakAlpha is looking for a

    client-facing wealth management professional with 2+ years of experience in portfolio management, investment advisory, and financial planning. The role involves **client relationship management, portfolio reviews.

    Sourced from naukri

    Skills

    Asset AllocationHNI Client ManagementMutual FundsPortfolio ReviewPortfolio ManagementWealth ManagementInvestment AdvisoryInvestment AnalysisClient Relationship ManagementFinancial Planning

    Portfolio Analyst/ Sr. Portfolio Analyst · waiting for your command