Senior Financial Planner

Job OpeningSenior Financial Planner

Company

PLANTRICH CONSULTANCY LLP Is A Leading Private Financial Planning & Wealth Management Firm. PLANTRICH, allows its clients to do what they are best at; Pursuing hopes, making money and living the life of their dreams and WE DO THE REST! Most of our client’s initially took their finances very lightly but after meeting us they realized that they can’t work for lifetime but can surely put their money to work for them for lifetime.

Description

• Evaluate clients financial profile (e.g. income, expense, assets, liabilities, Goals, Risk Appetite)
• Making the complete comprehensive financial and investment plan independently
• Examine and suggest financial opportunities. (e.g. equity investments, debt investments, insurance planning etc)
• Develop sound plans and budgets for clients.
• Customizing financial plans according to clients changing needs.
• Help clients implement their plans and carry out transactions.
• Doing timely portfolio review /financial plan review
• Build strong relationships with clients.
• Maintain updated knowledge of regulations, practices and financial products.
  

PositionSenior Financial Planner

Qualifications

• BCom , MBA Finance.
• Financial Planning / Wealth management Experience of 2+ Year
• Sound Communication Skill both written / oral
• Sound Knowledge of Excel, Power point, word
• Additional Qualification CFP / CWM / QPFP
  

Experience

2 years+Additional InformationInterested candidates should submit their resume and a cover letter detailing their relevant experience and explaining why they are well-suited for this role to following email address: myportfolio@plantrich.in / khyati@plantrich.inNo. of Vacancies1RemunerationAs per Industry Standards (To be discussed with selected candidates)LocationMumbaiWebsitehttps://plantrich.in/