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Wealth Manager

Wealth Manager

Kredere Wealth Partner

3 - 5 years

5 - 7 Lacs

Mumbai Nariman Point

Posted:2 days ago| Platform:

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Skills Required

Wealth Management Mutual Funds Relationship Management financial calculations Business Development AIF risk analysis

Work Mode

Work from Office

Job Type

Full Time

Job Description

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.

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Kredere Wealth Partner

Financial Services

Mumbai Maharashtra

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Wealth Manager