Kredere Wealth Partner
Wealth Manager
1 month ago
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Important information
Contract type:
Permanent
Location:
Mumbai, Maharashtra, India
Work mode:
Onsite
Published on:
14 September 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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