Qualification:
CFP / NISM X-A / X-B / PG Degree in Finance
Salary Expectation:
In line with industry (depends on experience and role-fit; no upper limit for the right candidate)

Job Description

Preparation and review of customized financial plans, ensuring precision and product understanding.
Monitor and update financial plans regularly with attention to detail.
Coordinate with junior planners on scenario analysis and case studies tailored to clients.
Engage with service providers for availability, comparison, analysis, and finalization of financial products.
Set up client meetings and accompany advisory team for plan presentations and reviews.
Conduct client risk profiling and understand individual requirements.
Provide portfolio reviews and tailored investment recommendations.
Maintain accurate records of clients and their financial plans.
Stay updated on market trends, economic developments, and industry news.
Work with investment advisors and client service teams to implement plans and assist clients through the process.
Research financial planning trends and present findings in article format for web publication.
Possess deep understanding of investment products across asset classes.
Strong grasp of wealth management and asset allocation principles.
Assist with financial plan queries and investment recommendations.
Maintain planning and review calendars for clients.
Ensure client compliance and documentation integrity.
Conduct detailed research on financial products.
Attend regular meetings with asset managers, fund managers, and relationship managers.
Analyze and communicate macroeconomic views and market updates to the team.
Share ongoing investment-related research, blogs, and updates with internal stakeholders.

Must Have

Excellent written and spoken English skills.
Advanced proficiency in Excel and PowerPoint.
Strong professional track record, ideally with reputed firms.
Two references from previous employers.
35 years of relevant industry experience

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