Business Analyst Wealth Management Key Skills Wealth Management , investment planning

Toronto - Canada

Monthly Salary: CAD 10 - 10

Experience Required: 5years

Posted on: 10 hours ago

Vacancies: 1 Vacancy

Job Summary

Role Descriptions:

Provide personalized financial advice and digital wealth management solutions to clients.

Assist clients in leveraging digital platforms for investment planning and portfolio management.

Analyze client financial goals and recommend suitable digital investment strategies.

Stay updated on market trends digital tools and emerging fintech solutions.

Educate clients on digital wealth products risk management and compliance requirements.

Collaborate with internal teams to enhance digital client experience and engagement.

Ensure adherence to regulatory standards and maintain data security in all digital interactions.

Drive adoption of digital channels and tools to optimize wealth management processes.

Desirable Skills:

Keyword:

Skills:

Compliance : Data PrivacyBFS : Wealth ManagementBFS : Risk Management

Experience Required:

6-8

Required Skills:

Experience (Years): 8-10

Role Descriptions: Provide personalized financial advice and digital wealth management solutions to clients. Assist clients in leveraging digital platforms for investment planning and portfolio management. Analyze client financial goals and recommend suitable digital investment strategies. Stay upda...