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Manager - Wealth & Treasury

Merlin Group

Kolkata, India₹40,000–₹120,000/moAED 1.8K-5.3K/moToday
IndiaManagerFull Time

Job Description

*1. Investment Advisors Relationship Management**: **Understanding Family Office Needs:** Conducting thorough assessments of family office financial situations, goals, risk tolerance and investment preferences. **Providing Personalized Advice:** Developing and presenting customized financial plans a