FULLTIME
Wealth Manager
Kredere Wealth Partner
Not specified · onsite · Posted 30d ago
Sourced from
Undisclosed3–5 yrsfulltimeNot specified
About a minute. You'll make an account on the way through.
agent · working
- Read this posting0.7s
- Found the form on Naukri · 6 questions to answer1.2s
- Decided the answers for all of them2.6s
- Tailor your résumé to this role
- Waiting for you
Section · 01
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
Section · 02
Skills
Due DiligenceWealth Managerfinancial calculationsWealth ManagementRisk Analysis