Wealth Manager
Kredere Wealth Partner · Mumbai · onsite · Posted 37d ago
Undisclosed3–5 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Consolidating, analysing and reviewing existing portfolios, Conducting in-depth risk analysis and due diligence of investments. Creating PowerPoint presentations of client portfolios and recommendations. Interacting with clients to understand and resolve queries. Liaising with clients legal, accounts and tax advisors. Performing various financial calculations and simulations.
Sourced from naukri
Skills
AifMutual FundsBusiness Developmentfinancial calculationsWealth ManagementRisk AnalysisRelationship Management