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Wealth Manager

Place of work Work from home
Contract type All types
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Job description, work day and responsibilities

Job Title: AVP – Wealth Management (Research & Analytics)

Location: Mumbai, Andheri

Experience: 5–8 years

Qualification: MBA (Finance/Economics/Business); CFA/FRM/CAIA preferred

We are seeking a driven professional to lead strategic research and analytics for global investment banks' Wealth Management divisions. The role involves:

• Estimating revenue, headcount, and key performance indicators at a granular level
• Forecasting WM performance using macroeconomic models
• Building and maintaining sector databases and benchmarking tools
• Creating insights to support sales strategy, investor reporting, and senior management decisions
• Strong Excel, data interpretation, and financial modeling skills required
• Experience in Private Banking, Asset Management, or Wealth Management analytics is a must.

We require a highly skilled individual with excellent analytical and communication skills to drive business growth through data-driven insights. If you have a strong background in finance and experience in research and analytics, we encourage you to apply.
Company Name: Evoke HR Solutions Pvt. Ltd.
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Offer ID: #1149246, Published: 2 weeks ago, Company registered: 2 months ago

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