04 Oct
|
Outpace Consulting Services
|
Gurugram
04 Oct
Outpace Consulting Services
Gurugram
Hi,
We are hiring for one of India's leading IT & consulting organizations for the position of Wealth Management.
Summary:
Wealth Management in financial advisory service that integrates investment management, tax planning, estate planning, and risk mitigation for affluent clients.
- To Apply for above Wealth Management, WhatsApp 'Hi' @ (phone hidden)
- When Asked For The job Code, Type: Job Code # 223
Key Skills
- 6 months+ experience in Wealth Management operations, Equity Research, or Investment Advisory Support
- Robust understanding of Capital markets & Investment Products
- Any Graduate
Key Responsibilities:
- Conduct in-depth analysis of equities, ETFs, cryptocurrencies, and mutual funds.
- Monitor market trends, corporate actions, dividends, and company financials.
- Evaluate investment opportunities and prepare detailed research reports.
- Support strategies for wealth management and investment advisory.
- Exposure to equities, ETFs, mutual funds, and crypto instruments.
- Experience in portfolio analysis, market research, or client reporting.
- Familiarity with corporate actions, dividends, NAV movements, and financial statements.
- Prior experience working with RM teams, investment advisors, or PMS/AIF setups is a plus.
- Equity & fund analysis skills.
- Financial statement analysis.
- Advanced Excel (pivot tables, lookup formulas, MIS reports).
- Market research & report writing.
- NISM Mutual Fund / Equity certification preferred.
- Communication & Presentation skills.
📌 Wealth Management : Capital Markets : Gurgaon : CTC : Apply Now (Gurugram)
🏢 Outpace Consulting Services
📍 Gurugram