Job Title- Equity Specialist (supporting the Wealth Group)
Job Role:
- To liaise with HNI clients of the Wealth Group on their direct equity investments
- Conduct a portfolio review of HNI clients' equity portfolio
- To share research recommendations with HNI clients
- To share macro-economic outlook with HNI clients in respect of GDP growth, Inflation etc.
- To share outlook on equity markets and different sectors with HNI clients
Experience requirement:
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