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Job Description
What role you will play in team: Provide support to wealth management advisors in managing client portfolios and providing financial planning services.
What you will do: Assist with portfolio management, client communication, and financial planning tasks.
Key responsibility:
- Assist in preparing client financial plans and investment recommendations
- Maintain client records and track portfolio performance
- Prepare presentations and reports for clients and advisors
- Conduct research and analysis to support investment decisions
- Maintain compliance with regulatory requirements
- Provide excellent client service
Required Qualification and Skills:
- Bachelor's degree in finance, economics, or a related field
- Strong understanding of financial planning and investment principles
- Excellent communication and interpersonal skills
- Proficiency in Microsoft Office Suite
- Strong attention to detail and organizational skills
- Series 7 or other relevant licenses preferred
Benefits Included:
- Competitive salary and benefits package
- Opportunities for professional development and growth
- Collaborative team environment
A Day in the Life: A day involves assisting wealth managers, conducting research, communicating with clients, and ensuring compliance with regulations.
Skills
Wealth ManagementFinancial PlanningClient ServiceInvestment ResearchPortfolio ManagementIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
About Company
Standard Chartered, a renowned multinational banking and financial services company, offers a rich tapestry of opportunities through Standard Chartered Careers. This platform invites ambitious individuals to explore roles in retail banking, corporate finance, wealth management, and more, across its vast global network. Standard Chartered is committed to fostering a diverse and inclusive workplace, emphasizing innovation, sustainability, and community engagement. Standard Chartered Careers not only propel professionals forward but also equip them with skills for the future financial landscape. Joining Standard Chartered means becoming part of a team dedicated to making a positive impact while pursuing personal and professional growth.
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