1 Macro Economy Jobs

Setup a job Alert
JobPe aggregates results for easy application access, but you actually apply on the job portal directly.

Corenza logo
Certified Financial Planner - 4-6yrs Corenza

0.0 years

0 Lacs

mumbai, maharashtra, india

On-site

Roles & Responsibilities: Coordinating new client onboarding process with the back office team Data gathering and Financial plan creation within agreed TAT and as per process checklists Presentation of draft and final plans Portfolio reviews and recommendations Presentation of portfolio reviews and investment recommendations/exits to clients within agreed turnaround time lines Coordination with Senior Advisors/Wealth Managers and Back Office team for implementation of advice Aid in queries linked to clients financial plan and/or portfolio recommendations Financial planning software, risk profiling software housekeeping and portfolio reporting software integration with client reports Research...

Posted 2 weeks ago

AI Match Score
Apply
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

Google Play App Store

Featured Companies

View All Companies