- Serving as the primary point of contact for clients on matters related to investment transactions;
- Managing cash balances and private banking services in accounts;
- Resolving time-sensitive issues surrounding investment-related transactions;
- Planning and managing new account onboarding processes, asset transfers, and other account service requests;
- Facilitating various aspects of client portfolio performance reporting and analysis;
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Senior Institutional Investment Operations specialist-EMEA Transaction
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financial planning specialist - investment transactions - Bangalore, Karnataka - beBeeWealth
Job title: Asset & Wealth Management - Ayco Wealth Service Specialist - Analyst - Bengaluru
Description
Job Description
We are seeking a skilled and proactive professional to join our team as an Analyst, serving as the primary operational driver of the Executive Wealth (EW) team. This role involves triaging incoming inquiries and tracking client priorities.
Key Responsibilities:
About Us
Globally recognized leader in wealth management offers comprehensive financial planning solutions for high net worth individuals.
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Senior Institutional Investment Operations specialist-EMEA Transaction
Only for registered members Bengaluru
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Senior Legal Associate
Only for registered members Bengaluru, Karnataka
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Merger and Acquisition
Only for registered members Bengaluru, Delhi, Hyderabad, NCR
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Analyst - Corporate Fundamentals
Full time Only for registered members Bengaluru
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Senior Manager of Business Operations
Only for registered members Bengaluru
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Vice President(IC role)-Regulatory Reporting +Investment Banking Domain
Only for registered members Bengaluru, Karnataka
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Fund Accounting Professional
Only for registered members Bengaluru
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Investment Banking Associate/Sr Associate
Indium Capital Advisors- Bengaluru
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Sr Specialist-Mergers and Acquisitions
Only for registered members Greater Bengaluru Area
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Manager - Investment Sales
Full time confidential- Bengaluru / Bangalore
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Investment Banking Intern
Only for registered members Greater Bengaluru Area
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Associate - Investments
Only for registered members Bengaluru
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Loan Syndication Reconciliation Specialist
Only for registered members Bengaluru, Karnataka
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Loan Syndication Recon
Only for registered members Bengaluru, Karnataka
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Real Estate Associate
Only for registered members Bengaluru, Karnataka
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Company Secretary
Only for registered members Bengaluru
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Vice President(IC role)-Regulatory Reporting +Investment Banking Domain
Only for registered members Bengaluru
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Associate Director – Private Equity Advisory
Only for registered members Bengaluru, Karnataka
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Director Investment Banking
Only for registered members Bengaluru
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Lawyer 2+ years- Transaction Team- Leading Law Firm- Bangalore
Full time confidential- Bengaluru / Bangalore
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Customer Relationship Management Executive
Only for registered members Greater Bengaluru Area