Wealth Manager (Mumbai)

Wealth Manager (Mumbai)

15 Sep
|
Kredere Wealth Partner
|
Mumbai

15 Sep

Kredere Wealth Partner

Mumbai

Consolidating, analysing and reviewing existing portfolios, Conducting in-depth risk analysis and due diligence of investments. Creating PowerPoint presentations of client portfolios and recommendations. Interacting with clients to understand and resolve queries. Liaising with clients legal, accounts and tax advisors. Performing various financial calculations and simulations.

📌 Wealth Manager (Mumbai)
🏢 Kredere Wealth Partner
📍 Mumbai

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: wealth manager (mumbai) / mumbai