Business Development Associate Trainee Wealth Manager deVere Group

1.0 - 5.0 years

0 Lacs

haryana

On-site

As a Financial Planning Assistant at deVere Group, you will be part of a dynamic team in our Gurgaon office, working alongside senior advisors to provide independent advice-driven financial planning services. With our focus on innovative wealth and investment management, you will have the opportunity to contribute to our clients" needs across various regions globally. **Role Overview:** - Your first year will be dedicated to gaining hands-on experience in financial planning. You will learn about the client journey, report writing, different analysis techniques, and utilization of tools and processes. Additionally, you will enroll in the CISI and CII Financial qualifications to kickstart your...

Posted 1 week ago

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Change lead - Being paid by the Bank Barclays

5.0 - 9.0 years

0 Lacs

pune, maharashtra

On-site

Working closely with the Head of Experience, CoE teams, technology teams, and various stakeholders within and outside of HR, your primary responsibility will be to drive value through agile delivery teams and lead digital transformation initiatives. You will play a crucial role in transforming colleague and people leader experiences by advocating for their needs and promoting a collaborative, data-driven approach in the delivery of HR Journeys. By working with all stakeholders, you will identify opportunities to enhance efficiencies, effectiveness, controls, and overall experience. Utilizing a data-driven approach, you will collaborate with teams to prioritize work and implement improvements...

Posted 4 months ago

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