Wealth Management Analyst Northern Trust • New Delhi, Delhi
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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