Financial Planning Analyst
Morgan Stanley · mumbai, India
financial planningclient servicefinancial analysisrelationship managementms officetime managementexperienced
Job Description
Financial Planning Analysts provide exceptional service to clients and support Financial Advisors on a daily basis. They assist in enhancing client relationships through financial planning tools and participate in client meetings to review financial plans. The role requires strong knowledge of financial services products and excellent interpersonal skills.
Qualifications
4-year college degree or professional certification preferred; 5+ years of work experience in a relevant field required.
Skills Required
- financial planning
- client service
- financial analysis
- relationship management
- ms office
- time management
Location
City: mumbai · Country: India