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Wealth Management Analyst Northern Trust • New Delhi, Delhi

Location: ,

Category: Work from home Jobs

What role you will play in team

Collaborate with a team of financial professionals to provide high

net

worth clients comprehensive wealth management services

Your analytical skills will contribute to developing customized strategies

What you will do

Analyze client financial information

conduct market research

and prepare financial plans

This involves coordinating with other departments to ensure seamless service delivery

Key responsibility

Analyze client financial information to understand their needs and goals

Prepare comprehensive financial plans that incorporate investment strategies

risk management

and tax planning

Conduct market research to identify suitable investment opportunities

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