Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our ...
Role Overview. The person would be working with Investment team for a major Insurance client. The candidate should have hands-on experience in Actuarial /Financial modeling and a strong understanding of the BFSI and Investment instruments. The person should be able to create/help build a mapping exercise for the investment data coming from various sources. Should have hands on experience of few years with SQL, should be able to create business lo...
The Investment Consultant is principally responsible for providing wealth management services to existing clients and identifying appropriate referral opportunities to the Financial Advisor team. The Investment Consultant meets individual goals and assists with attaining the program sales and service goals. The Investment Consultant demonstrates expertise in industry knowledge and familiarity with the myriad of products available to meet clients'...
