Nupuer Mehta
Private Trust Associate Officer at Td Wealth Managment @TD
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WORK HISTORY
Private Trust Associate Officer at Td Wealth Managment @TD
Calgary, FR
EDUCATION
L. J. Institute of Business Administration
Master of Business Administration (M.B.A.)
Gujarat University
Bachelor of Business Administration - BBA
ABOUT NUPUER MEHTA
As a Wealth Advisory Services, I work as planning associate with the Wealth Advisory Service Planners who work with clients & their tax and legal advisors to develop integrated wealth management strategies in delivering top-tier wealth management services. My primary goal is to ensure efficient and seamless operations and meet clients, presenting plans. Key responsibilities include- Portfolio Management: Assisting in portfolio development, performance monitoring, and rebalancing- Financial Planning: Supporting the creation and updating of tailored financial plans- Administrative Duties: Handling documentation, compliance, and account management- Preparing, handling & monitoring calendars, meeting HNW clients. Placing and setting up presentations and meetings for Wealth Advisory Service planners to go through with ultra higher networks clients. Objectives- Operational Efficiency: Streamlining processes and ensuring regulatory compliance- Support Growth: Assisting in business development and client onboarding- Professional Development: Continuously enhancing my knowledge of wealth management and financial planning.
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