1 Moneyguidepro Jobs

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

Hexaware Technologies logo
Team Lead - Financial Planning Hexaware Technologies

0.0 years

0 Lacs

navi mumbai, maharashtra, india

On-site

Responsibilities: Work and collaborate with Wealth Advisor on investments, estate planning, retirement strategies and other financial planning topics. Guide high-income and high net-worth individuals towards their financial goals. Create investment and financial plans by utilizing financial planning software. Manage Advisor's calendar and coordinate client prep work ensuring research and data gathering is complete and timely. Perform Risk profiling of client and recommend appropriate asset allocation strategies Perform constant review & rebalancing of client portfolios Coordinate strategy sessions with internal and external tax, estate, insurance professionals to ensure comprehensive client ...

Posted 2 days 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