Wealth Manager

Evoke HR Solutions Pvt. Ltd.

8 years

0 Lacs

Mumbai Maharashtra India

Posted:6 months ago| Platform:

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Skills Required

management research analytics finance estimating forecasting benchmarking support strategy reporting excel data interpretation

Work Mode

On-site

Job Type

Full Time

Job Description

🚨 Hiring: AVP – Wealth Management (Research & Analytics) 📍 Location: Mumbai, Andheri 📊 Experience: 5–8 years 🎓 Qualification: MBA (Finance/Economics/Business); CFA/FRM/CAIA preferred We are looking for a driven professional to lead strategic research and analytics for global investment banks’ Wealth Management divisions . The role involves: ✅ Estimating revenue, headcount & KPIs at a granular level ✅ Forecasting WM performance using macroeconomic models ✅ Building & maintaining sector databases and benchmarking tools ✅ Creating insights to support sales strategy, investor reporting & senior management decisions ✅ Strong Excel, data interpretation & financial modeling skills required ✅ Experience in Private Banking, AM, or WM analytics is a must. IF YOU WANT TO LEARN MORE AND THEN EARN MORE SHARE YOUR CV. Show more Show less

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Wealth Manager