CandiMentor
Quick Links

Financial Planning Analyst

Morgan Stanley · mumbai, IN
FinanceBanking/Financefinancial planningclient servicerelationship managementfinancial analysisms officetime management

Financial Planning Analysts provide exceptional service to clients and support Financial Advisors on a daily basis. They assist in enhancing client relationships through financial planning tools and participate in client meetings. The role requires strong knowledge of financial planning and excellent interpersonal skills.

Client Service Associate
Morgan Stanley · mumbai, IN
client serviceinterpersonal skillsmicrosoft officetime managementorganizational skills
Wealth Management Associate
Morgan Stanley · mumbai, IN
client servicefinancial planningdigital marketingportfolio managementrelationship building
Client Relationship Analyst
Morgan Stanley · mumbai, IN
client serviceinterpersonal skillsmicrosoft officedata entryfinancial planning
Financial Planning Analyst
Morgan Stanley · mumbai, IN
financial planningclient servicerelationship managementfinancial analysisms office
Private Wealth Management Registered Client Service Associate - Bilingual: Spanish/English
Morgan Stanley · mumbai, IN
client servicefinancial planningdigital marketingrelationship managementportfolio management
Wealth Management Associate
Morgan Stanley · mumbai, IN
client supportfinancial planningdigital marketingportfolio managementinterpersonal skills
Registered Client Service Associate
Morgan Stanley · mumbai, IN
client servicefinancial servicesmicrosoft officetime managementorganizational skills
Registered Client Service Associate
Morgan Stanley · mumbai, IN
client servicefinancial servicesmicrosoft officetime managementinterpersonal skills
Senior Relationship Executive - GL South East
Bajaj Finance · khammam, IN
salescash managementcustomer servicegold loanscross selling
Executive
EXL Service · pune, IN
communicationtypingms officetime managementattention to detail
Registered Client Service Associate
Morgan Stanley · mumbai, IN
client supportfinancial planningrelationship managementbanking productsmicrosoft office
PWM Registered Client Service Associate
Morgan Stanley · mumbai, IN
client servicefinancial planningrelationship managementcommunicationorganizational skills