We have an opening with one of the investment bank in Mumbai for Analyst-Wealth Planning Group. PFA the JD below.   Private Banking USA  Job Description  Business Title: Analyst-Wealth planning Group 	 GENERAL SUMMARY  - To assist the internal PB Americas Wealth Strategists in producing documentation related to estate planning, tax planning, life insurance, philanthropy and wealth education. This role will have interaction with internal PB legal, operations, communications and IT departments.   ESSENTIAL DUTIES AND RESPONSIBILITIES  1. Drafting Succession Planning/Asset Protection strategies for internal PB Americas Wealth Strategists  2. Execute projections/models on specific strategies  3. Coordinate and update marketing materials  4. Maintain all IT software applications  5. Internal Website editing and maintenance  6. Provide MIS reports and NNA/AuM   7. Produce revenue reports – life insurance, donor advised fund, and trust business  8. Provide Support on questions from internal RA’s  OTHER DUTIES AND RESPONSIBILITIES  - May perform other re conciliatory duties and responsibilities that management may deem necessary from time to time.  QUALIFICATIONS  - Applicant must have excellent quantitative, qualitative, and organizational skills. Excellent written verbal and communication skills.   EDUCATION and/or EXPERIENCE  - 4 Year Degree required   BUSINESS COMPETENCIES  1. Strong understanding of Wealth Planning.  2. Ability to communicate and liaise with different groups within the organization  3. Proactive and ability to work independently  4. Strong work ethic and interpersonal skills.  5. Strong reconciliation and analysis skilss.  In Case you wish to explore this opportunity, please feel free to call me or write to me on below mentioned details   Jayashree Ghadge  Recruitment Specialist Credence HR Services  Landline Number: 020-65100883  Visit us : www.credencehrservices.com

Mumbai

Analyst - Wealth Planning Group 

Analyst - Wealth Planning Group  ,Job Description for Analyst - Wealth Planning Group  in Credence HR Services in  Mumbai for (3-6) years of experience. Apply Now!

Job Description for Analyst - Wealth Planning Group  in Credence HR Services in  Mumbai for (3-6) years of experience. Apply Now!