Team Lead - Financial Planning Hexaware Technologies

0.0 years

0 Lacs

navi mumbai, maharashtra, india

On-site

Responsibilities: Work and collaborate with Wealth Advisor on investments, estate planning, retirement strategies and other financial planning topics. Guide high-income and high net-worth individuals towards their financial goals. Create investment and financial plans by utilizing financial planning software. Manage Advisor's calendar and coordinate client prep work ensuring research and data gathering is complete and timely. Perform Risk profiling of client and recommend appropriate asset allocation strategies Perform constant review & rebalancing of client portfolios Coordinate strategy sessions with internal and external tax, estate, insurance professionals to ensure comprehensive client ...

Posted 2 days ago

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Financial Planning Paraplanner Marquis Management

3.0 - 5.0 years

0 Lacs

chennai, tamil nadu, india

On-site

Are you looking for a career path where you can grow, thrive, and truly make a difference Our client is seeking an experienced Paraplanner to join their team. The ideal candidate will be detail-oriented, conscientious, and dedicated, with strong client service skills. This role requires someone who can take direction yet also work independently, problem-solve, and take ownership of projects. The work environment is steady-paced, collaborative, and enjoyable. Job Duties & Responsibilities ?Prepare financial plans and recommendations for financial planning clients ?Participate in the investment research process and be part of the Investment Committee Team ?Prepare for client meetings and revie...

Posted 3 months ago

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Operations Specialist Marquis Management

5.0 - 10.0 years

1 Lacs

chennai, bengaluru

Work from Office

We’re hiring an Operations Specialist! Join a boutique financial services firm supporting client accounts, operations, trading, and insurance. Ideal for detail-oriented professionals with 5+ years’ experience and strong client service skills.

Posted 3 months ago

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