Asset & Wealth Management - Advisor & Revenue Enablement - Associate

4 - 5 years

6 - 11 Lacs

Bengaluru / Bangalore Karnataka India

Posted:2 months ago| Platform: Foundit logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Job Responsibilities Devise, execute, evaluate and sustain strategies aimed at amplifying our commercial influence within the Wealth Management division Collaborate with Advisor and Regional Heads to develop and implement logic based rule sets, utilizing both low-code and full-code capacities, to effectively identify, highlight and prioritize the most promising client prospects Promptly understand and react to unexpected macroeconomic occurrences, such as fiscal or geopolitical events, that are not typically accommodated within our strategic systems Perform comprehensive competitor analysis, including asset allocation studies and leverage third-party data aggregator feeds to identify and monitor potential opportunities for increasing our wallet share across Wealth Management Basic Qualifications Master s degree of Finance, Economics, Business or Commerce. Experience in financial services industry, preferably in an analytical or strategy function Strong communication and interpersonal skills Advanced understanding of Microsoft Office products, tools and utilities for business use, acquaintance to Business Intelligence tools (Tableau, Qlik Sense, Altreyx) is advantageous Strong understanding of wealth management, investment advisory and financial planning products and landscape

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Goldman Sachs

Financial Services

New York

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