Irving, Texas
•
17d ago
Job Role- Business Analyst Wealth Management Job Type- Full Time Job Location Full Time Experience Required - 7+ Years Key Responsibilities: Client & Portfolio Analysis:Analyze clients financial portfolios to identify opportunities for optimization.Support advisors in crafting personalized investment strategies aligned with client goals and risk tolerance.Requirements Gathering & Documentation:Liaise between business stakeholders and technical teams to gather and document business requirements.
Easy Apply
Full-time
Depends on Experience