Associate Business Analyst

MWHHoldings
Experience : Freshers
Posted on 04 Jan 20
Job is expired
Job DescriptionLast Date 12 Feb 20

Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.

·         Answer clients' questions about the purposes and details of financial plans and strategies.

·         Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.

·         Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.

·         Implement financial planning recommendations or refer clients to someone who can assist them with plan implementation.

·         Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.

·         Manage client portfolios, keeping client plans up-to-date.

·         Contact clients periodically to determine any changes in their financial status.

·         Prepare or interpret for clients information such as investment performance reports, financial document summaries, or income projections.

·         Recruit and maintain client bases.

·         Explain to clients the personal financial advisor's responsibilities and the types of services to be provided.

·         Investigate available investment opportunities to determine compatibility with client financial plans.

·         Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.

·         Monitor financial market trends to ensure that client plans are responsive.

·         Recommend financial products, such as stocks, bonds, mutual funds, or insurance.

·         Meet with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial goals and circumstances.

·         Devise debt liquidation plans that include payoff priorities and timelines.

Job Type : Apprenticeship
Interview Type : Face to Face Interview, Telephonic Interview
Company Description

MWH Holdings Group's responsible for sourcing, manufacturing, developing, managing and marketing alternative investment products/investments, such as: 

ØHedge Funds ØFunds of Hedge Funds ØManaged Futures ØPrivate Equity ØReal Estate Funds ØExchange Funds ØAlternative Investment Funds ØVenture Capital ØWealth Products
Job is expired
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