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Kredere Wealth Partner
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Senior Wealth Manager

Senior Wealth Manager

Kredere Wealth Partner

0 years

|

0 Lacs

Mumbai Maharashtra India

Posted:1 month ago| Platform:

Apply

Skills Required

tracking portfolio risk analysis portfolios powerpoint management calculations

Work Mode

On-site

Job Type

Full Time

Job Description

Consolidating, analyzing and reviewing existing and prospective clients’ portfolios
Computing and tracking portfolio-level and instrument-level performance
Conducting in-depth risk analysis and due diligence of clients’ investments
Understanding the features and reviewing the performance of various financial instruments
Restructuring portfolios based on risk profile, specific requirements and market outlook
Creating PowerPoint presentations of client portfolios and recommendations
Preparing Client Portfolio MIS and Management MIS in excel
Liaising with clients’ legal, accounts and tax advisors
Performing various financial calculations and simulations

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Kredere Wealth Partner

Financial Services

Mumbai Maharashtra

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