Job Summary: To support investment advisory business, client service, general office management, accounting, compliance, query resolution, reporting, etc. ensuring the practice runs smoothly and compliantly Responsibilities and Duties: Client onboarding including KYC, data gathering, documentation and registration Setup Client Meetings,…
Who should apply?: Anyone who wants to build a career in Financial Planning and Wealth Management. Job Summary: To manage and retain acquired relationships, mainly NRIs and HNIs. It is NOT a Sales job and there is no target and…
Who should apply: Anyone who wants to build a career in Financial Planning and Wealth Management. Job Summary: To manage and retain acquired relationships, mainly NRIs and HNIs. It is NOT a Sales job and there is no target and…