Job Description: Job Role - * Understanding Estate Planning through Wills and Trusts. Ability to meet... and discuss the Estate Planning concept with clients. Ability to liaise and have detailed discussions on trusts with clients...
Finance & Wealth Management platform. We deliver comprehensive financial planning services aimed at enhancing clients...' financial planning needs. Our team comprises Chartered Accountants, Chartered Financial Analysts, and Investment Bankers who...
covering investment, retirement, estate, and tax planning, while ensuring coherence with each client's risk profile.- Conduct...The job entails being a part of the advisory team that provides comprehensive financial planning to clients regarding...
review and capital allocation processes to financial planning analytics and decision support, we have the people, analytics... assets (infrastructure, metals, real estate, telecom, highways etc.) Coordinating pitch presentations to obtain new...
to financial planning analytics and decision support, we have the people, analytics and tools to better allocate capital. Our team..., shipping) Waste management and urban infrastructure Engineering, procurement and construction Real estate (residential...
review and capital allocation processes to financial planning analytics and decision support, we have the people, analytics... assets (infrastructure, metals, real estate, telecom, highways etc.) Coordinating pitch presentations to obtain new...
decisions.Wealth Protection: - Implement wealth protection strategies, including insurance, estate planning, and tax planning... their financial goals. This role requires strong expertise in financial planning, market analysis, and portfolio management, coupled...
to financial planning analytics and decision support, we have the people, analytics and tools to better allocate capital. Our team..., metals, real estate, telecom, highways etc.) Coordinating pitch presentations to obtain new mandates from lenders...
) Visualization (Cognos ) IBM Planning Analytics IBM Governance Risk and Compliance Offering ( GRC ) Digital Business Automation... Advisor/SME across all steps of the AI Ladder – right from Collect, Organise, Analyse and Infuse. Should be proficient...