Private Wealth Management Analyst
Morgan Stanley · mumbai, India
financial servicesclient supportportfolio analysisdigital marketingreportingms officetime managementexperienced
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, reporting, and analysis. 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 relevant work experience required.
Skills Required
- financial services
- client support
- portfolio analysis
- digital marketing
- reporting
- ms office
- time management
Location
City: mumbai · Country: India