Executive assistant to vp, Randstad

Executive assistant to vp

Randstad

Location:
India, Bengaluru

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Executive assistant to VP in Bengaluru, Karnataka. Temporary position in the finance & economics category. Key responsibilities include investment management, client relationship management, financial planning, and other financial duties.

Job Responsibility:

Analyzing investment options and recommending appropriate strategies based on clients' risk tolerance and financial goals
Monitoring investment performance and making adjustments as needed
Staying up-to-date on market trends and financial regulations
Building and maintaining strong relationships with clients
Communicating financial information clearly and concisely
Responding to client inquiries and addressing their concerns
Conducting financial audits
Assessing clients' income, outgoings, debts, and capital
Managing client accounts
Researching potential investments
Collaborating with other financial professionals, such as accountants and lawyers
Developing and implementing personalized financial plans to help clients achieve their goals
Providing advice on budgeting, saving, investing, and retirement planning
Offering guidance on key life events like marriage, buying a house, or retirement
Assessing clients' financial situations, including assets, debts, income, and expenses

Requirements:

Bachelor's degree in finance, accounting, economics, or a related field
Financial Planning certifications (e.g., CFP) or other relevant certifications
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Ability to explain complex financial concepts in a clear and concise manner
Knowledge of financial markets, investment products, and financial regulations
Proficiency in financial software and tools
Prior experience in financial planning, investment management, or a related field

Additional Information:

Job Posted:
May 30, 2025

Expiration:
July 06, 2025

Work Type:

On-site work

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