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Wealth Products Advisors / Investment Analysts

Hireginie

7.0 - 11.0 years

All india, Gurugram

On-site

As an Advisors / Investment Analysts at our client, a technology-enabled financial services firm in Gurgaon, you will work closely with Relationship Managers (RMs) to deliver investment advisory services to affluent clients. Your role will involve portfolio analytics, research support, proposal preparation, and advisory execution to ensure high-quality outcomes for clients. Key Responsibilities: - Prepare portfolio review and performance analysis reports - Create rebalancing recommendations based on client goals and market conditions - Develop investment proposal simulations and scenario analyses - Track performance of recommended investment products and portfolios - Identify risks, trends, ...

Posted 1 month ago

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