Client Associates - Analyst/Senior Analyst - Finance

Job Description:

- Service support for relationship team

- Transaction execution and fund house coordination

- Handling a portfolio of HNI clients with the team leader

- Portfolio monitoring and analysis

- Portfolio updating and reporting

Candidate Profile:

- Candidate should be full time MBA/PGDM, with specialization in Finance with relevant work experience

- Should have thorough knowledge of financial markets and different asset classes

- Should have Excellent Analytical, Problem Solving and Communication Skills and be a good team player

- Should be an independent, self-driven, goal oriented and entrepreneurial individual who is motivated by making a positive impact on the team and the organization by creating something new rather than being part of a structured team.

- Should be a self-starter, focused, goal orientated and a balanced personality with a good blend of patience and hunger

- Should be passionate about Wealth Management and impacting clients

- Should be relationship oriented with good inter-personal skills

- Should have the DNA for client centricity and quality

- Should have excellent skills in office tools like Excel, Word, PowerPoint, etc.