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Kredere Wealth Partner
Wealth Manager
2 months ago
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Important information
Contract type:
Permanent
Location:
Karli, Maharashtra, India
Work mode:
Onsite
Published on:
7 August 2026
What they need
- Consolidating, analysing and reviewing existing portfolios, Conducting in-depth risk analysis and due diligence of investments.
- Creating PowerPoint presentations of client portfolios and recommendations.
- Interacting with clients to understand and resolve queries.
- Liaising with clients legal, accounts and tax advisors.
- Performing various financial calculations and simulations.
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