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Financial Job Vacancy June 2022, Financial Job Vacancy June 2022, Financial Job Vacancy June 2022, Financial Job Vacancy June 2022,
Financial Job Vacancy June 2022
Paraplanner Vacancy
Overview of the Role
This role deals with financial planning and analysis. You will be required to manage all incoming workflow to build financial plans and suitable strategies to meet investment objectives and mitigate risk.
Role Dimensions
- Preparing financial analyses and financial plans for HNI/UHNI
- Assisting in analysis, rebalancing, and review of investment portfolios.
- Conducting investment research (Stocks, Mutual Funds, ETF and Bond’s).
- Conduct need-analysis pertaining to insurance, mortgage, investments, and taxes.
- Providing support for processing client service needs.
- Assisting with creation and implementation of workflows and procedures to improve efficiency and enhance client experience.
Skill Set
- MBA (Finance), CFP (Pursuing) or CFA (Pursuing), NSE Certifications.
- Well versed with investment and insurance concepts.
- Proficient in MS Office suite
- Excellent Communication skills (Oral and Written)
- Experience in insurance, banking and financial sector (6 months to 2 years)
Financial Job Vacancy June 2022
Resumes are emailed to sherrie.khan@valenta.io
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