Financial Planning Analyst
Morgan Stanley · mumbai, IN
FinanceBanking/Financefinancial planningclient servicerelationship managementfinancial analysisms officetime management
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.