...Planning, and Investment Management skills
Certified Financial Planner (CFP) certification
Strong finance knowledge and analytical... ...oral communication skills
Ability to work und...
...reporting technology and expertise
Defined and undefined career pathways allowing you to grow your own way
Competitive medical, dental, vision, and life insurance benefits
Maternity and paternity leave
P...
Job Role
. To ensure active management of clients & achieve the targetactive AUM
. To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options
. To provide regular updates to the ...
...reach of investment ideas/stock calls initiated
. Keep abreast of the market news, financial trends and current affairs
. To attend post result con-calls, analyst meets for improved client servicing.
...
...investment related accounts. Accounts, analyzes, reports, and presents assets held for investment which may include foreign investments, mortgage loans, limited partnerships, cash equivalents, investment income, sec...
...Qualifications
~3-8 years of Investment Compliance experience
~ Understanding of Investment Company Act of 1940, Investment Advisor's Act, U.K. and European regulatory framework, such as various UCITS rules
~ ...
...Manager - Mortgage Origination & Servicing - BFS032103
With a startup spirit and 115,000+ curious and courageous minds, we have the expertise... ...for investment which may include foreign ...
Company Description
Property 10X is a real estate consultant company located in Noida. The company provides services in property sales, property management, and property investment training. Property 10X aims to help individuals and organizations...
Job Role
. To ensure active management of clients & achieve the targetactive AUM
. To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options
. To provide regular updates to the ...
...collaborative culture of innovation and excellence, and contribute to our local communities to make a meaningful impact on society. As a Technical Support Analyst at Clearwater on the Front Office team, you will pla...
