Verified Job
Accounting - Finance
Wealth Management Analyst
Accounting - Finance
#728849
Remote / WFH
White Note Consulting
Job Description
We are looking to hire a Wealth Management Analyst for a client organization based in Jaipur. The company is an established Wealth Management Company with a client base of over 2000.
Education Requirements:
The candidate must have a Bachelors Degree in Finance, Economics, Commerce or Business Administration.
The candidate must be a Certified Financial Planner (CPF) or Chartered Financial Consultant (ChFC). Candidates actively pursuing the above can also be considered.
Experience:
3-4 years within the wealth management ecosystem ideally with a background as a Financial Advisor Associate, Wealth Management Analyst or Paraplanner.
Job Role & Responsibility:
The selected candidate will work at the intersection of investment management and risk planning and will be accountable for the following:
• Portfolio Construction & Asset Allocation
• Financial Modeling & Scenario Planning
• Investment Research & Analytics
• Advisory Support
Location:
Jaipur
Salary:
Will compare with the best in the industry and will not be a constraining factor for the right candidate
Education Requirements:
The candidate must have a Bachelors Degree in Finance, Economics, Commerce or Business Administration.
The candidate must be a Certified Financial Planner (CPF) or Chartered Financial Consultant (ChFC). Candidates actively pursuing the above can also be considered.
Experience:
3-4 years within the wealth management ecosystem ideally with a background as a Financial Advisor Associate, Wealth Management Analyst or Paraplanner.
Job Role & Responsibility:
The selected candidate will work at the intersection of investment management and risk planning and will be accountable for the following:
• Portfolio Construction & Asset Allocation
• Financial Modeling & Scenario Planning
• Investment Research & Analytics
• Advisory Support
Location:
Jaipur
Salary:
Will compare with the best in the industry and will not be a constraining factor for the right candidate
