Paraplanner - AU/UK (Multiple job locations)

1 - 4 years

4 - 8 Lacs

Posted:1 day ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

A. Preparing and maintaining the client files – software entries
B. Understanding and analyzing the recommendations to confirm that the compliancerequirements are metC. Implementing recommendationsD. Review external networks.

Required Candidate profile

Excellent Verbal & Written Communication SkillsStrong Financial and Analytical skillsMBA Finance/US-CMA /MBA/M.Com/CFPMarket/Portfolio Management/Financial Planning/Derivatives Analyst, NISM

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APT Hr
APT Hr

Human Resources Services

San Francisco

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