3 - 6 years
4 - 9 Lacs
Posted:-1 days ago|
Platform:
Work from Office
Full Time
Location - Navi Mumbai, Ghansoli
Designation - Sr. Analyst / SME
Job Responsibilities:
1. Work and collaborate with Wealth Advisor on investments, estate planning, retirement strategies and other financial planning topics.
2. Create investment and financial plans by utilizing financial planning software.
3. Manage Advisors calendar and coordinate client prep work ensuring research and data gathering is complete and timely.
4. Manages time and resources efficiently and effectively to bring compounding value and excellence to clients.
5. Translate clients investment goals into meaningful business opportunities.
6. Follow risk management practices by adhering to the companys policies and procedures.
7. Complete ad hoc projects as needed as per direction of the Wealth Advisor.
Shift - US Shift (6.30 PM - 3.30AM)
Week Off: Saturday & Sunday
Hexaware Technologies
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