An AI agent that applies to roles like this on employers' own sites. 25 applications free, no card needed.
Posted over 15 days ago, so the role may have closed. Confirm on the employer's page when you apply, or see similar jobs.
Job Description
What role you will play in team: Provide support to senior wealth managers in managing client portfolios and providing financial advice.
What you will do: Assist in managing client accounts, preparing financial plans, and conducting research.
Key responsibility:
- Support senior wealth managers in providing comprehensive financial planning services to high-net-worth clients.
- Prepare financial plans and investment recommendations.
- Assist in portfolio management and investment analysis.
- Conduct research on investment opportunities and market trends.
- Maintain client relationships.
- Ensure compliance with relevant regulations and company policies.
Required Qualification and Skills:
- Bachelor's degree in Finance or a related field.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Proficiency in Microsoft Office Suite.
- Understanding of investment products and strategies.
- Strong interest in wealth management.
Benefits Included:
- Competitive salary and benefits package.
- Opportunities for career growth and development.
- Dynamic and collaborative work environment.
- Excellent training and development programs.
- Mentorship from experienced professionals.
A Day in the Life: Assisting senior wealth managers, conducting research, preparing financial plans, liaising with clients.
Skills
Wealth ManagementFinancial PlanningInvestment AnalysisClient Relationship ManagementFinancial ModelingIf 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.
Similar Jobs
View all
New Stock Market Trading Asset & Wealth Management roles in Mumbai.
One email a day. Unsubscribe any time.
