Partner

Company Description

Infinity Financial Capital is a pioneering force in the financial services industry, committed to creating innovative, AI-powered financial solutions that redefine how businesses and individuals manage their wealth, investments, and financial strategies. Driven by a vision to disrupt traditional finance, we leverage artificial intelligence and data analytics to build advanced financial systems globally. Our core values of innovation, integrity, empowerment, and excellence guide our operations, ensuring we deliver unparalleled value to our clients. We offer intelligent, automated wealth management solutions, strategic investment strategies, personalized financial planning, and strategic capital allocation to achieve long-term growth and stability.

Role Description

This is a full-time, on-site role for a Partner located in Madhya Pradesh, India. The Partner will be responsible for overseeing client relationships, managing investment portfolios, providing strategic financial advisory services, and developing innovative financial solutions. Daily tasks include analyzing financial data, crafting investment strategies, conducting market research, and collaborating with clients to optimize their financial outcomes.

Qualifications

• Experience in wealth management, investment portfolio management, and financial advisory
• Proficient in data analysis, market research, and crafting strategic investment solutions
• Strong understanding of AI-powered financial tools and advanced data analytics
• Excellent communication and interpersonal skills, with the ability to build and maintain client relationships
• Ability to work independently and as part of a collaborative team
• Relevant professional certifications (e.g., CFA, CFP) and a degree in Finance, Economics, or a related field
• Experience in the financial services industry is a plus