About the role
Our client is looking for a Wealth Management Analyst to provide investment advice and client support in financial planning.
What you'll do
- Analyze client investment portfolios
- Provide financial planning advice
- Research market trends
- Prepare investment reports
What you'll need
- Bachelor's degree in Finance, Economics, or related field
- 2-5 years of experience in wealth management
- Strong analytical skills
Skills
Analytical thinking
Client relationship management
Investment knowledge
Good to have
Certification in financial planning
Familiarity with portfolio management software
Benefits
- Performance bonuses
- Health insurance
- Access to financial seminars
Interested in this role?
It takes about two minutes. Free to apply — Career In Bank never asks candidates for money.
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Questions about this job
What are the key responsibilities of this position?
Analyzing client portfolios and providing investment recommendations.
What background is preferred?
A degree in Finance or Economics with relevant experience in wealth management.
Where is this job located?
This is an onsite position in the Bandra Kurla Complex area of Thane.
Listing last updated