Assistant Vice President - Wealth Management

About the job

Position: AVP - Wealth Management

Location: Andheri, Mumbai

Experience Required: 5 to 8 Years

Qualification: MBA (Finance / Business / Economics).

CFA/FRM/CAIA preferred

Department: GIX-GBA

Summary:

This is a finance research + strategy + data analysis role for someone who understands how rich people invest their money through big banks and wants to turn that into insightful reports and forecasts for business decisions.

What Were Looking For:

- 5 - 8 years of experience in financial research, analytics, or WM benchmarking

- Solid understanding of Private Banking, Asset Management, and Portfolio Analysis

- Strong skills in Excel (Advanced), PowerPoint, and data interpretation

- Knowledge of Bloomberg, Thomson Reuters is a plus

- Clear communication skills with the ability to explain insights to senior stakeholders

- Analytical mindset with the ability to handle unstructured data