5 years

0 Lacs

Greater Kolkata Area

Posted:1 day ago| Platform: Linkedin logo

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Skills Required

planning support finance

Work Mode

On-site

Job Type

Full Time

Job Description

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide financial planning support to clients Support investment professionals to cultivate client relationships Prepare financial plans and check their accuracy Qualifications Bachelor's degree in Finance or related field 5+ years' of industry experience Strong understanding of the investment business Excellent interpersonal skills Show more Show less

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