Private Wealth Management Analyst - Bilingual: English/Spanish
Morgan Stanley · mumbai, India
financial servicesclient supportdigital marketingfinancial planningreportinganalysisms officeteam collaborationexperienced
Job Description
Wealth Management Analysts provide exceptional service to clients and support Financial Advisors on a daily basis. Responsibilities include assisting in digital marketing, financial planning, and client reporting. The role requires strong organizational skills and the ability to work in a fast-paced environment.
Qualifications
Four-year college degree or professional certification preferred; 2+ years of work experience in a relevant field required.
Skills Required
- financial services
- client support
- digital marketing
- financial planning
- reporting
- analysis
- ms office
- team collaboration
Location
City: mumbai · Country: India