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US Financial Planning Analyst & Advisory Delhi NCR

1 - 4 years

5 - 7 Lacs

Noida New Delhi Delhi / NCR

Posted:1 week ago| Platform: Naukri logo

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Skills Required

Financial Planning Financial Analysis International Market Financial Forecasting FPA CMA Budgeting And Forecasting Financial Planning And Analysis Financial Budgeting CFA

Work Mode

Work from Office

Job Type

Full Time

Job Description

The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to the clients. Role & responsibilities Preparing basic financial plans, conducting investment research and completing trades and transactions (Money movement, new account opening, etc Create the agenda and summary of meetings and provide necessary follow-up Prepare and ensure new business Assisting in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors Preferred candidate profile Excellent communication skills & Financial Planning concepts. Basic understanding of MS power point, MS Excel and MS Word Exposure to financial products like mutual funds, insurance, retirement service. Experience of interacting with advisors or U.S business partners will be preferred Candidate should be flexible to work in US Shift NO Pursuing Candidates Perks and benefits 5 Days Sat- Sun off Both Side Cabs To apply share your cv at sophiya.massey@careernet.in or Call/ Whatsapp @ Sophiya on 7042266439

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