Senior Manager

Type: Full Time Location: Hyderabad Description:

Company Name :

Guardian Capital Investment Advisors Pvt Ltd

About the Company :

Guardian Capital has been awarded “The best investment advisory firm across India” by CNBCTV18 We are an Elite Wealth and Asset Management firm that offers a wide variety of services ranging from Wealth Management to Financial Planning to Taxation services, all under one roof—all customizable to fit the client’s individual needs.

Experience Level :

0-3 years

Industry :

Wealth Management

Job Summary :

The role involves supporting equity research, mutual fund analysis, and creating financial plans for clients. It requires strong client servicing skills, including onboarding support and regular client engagement. The candidate will collaborate with internal teams to maintain updated financial data and revise plans as needed. This is a client-facing, data-driven position at the intersection of research, planning, and relationship management.

Who Should Apply :

Active CFP Professional/ pursuing & Master’s degree in Business Administration (Finance, or related field)

Responsibility 1 : Research:

• Assist in equity research and mutual funds.
• Analyse and interpret quantitative and qualitative data to produce insightful reports.
  

Responsibility 2 : Client Service:

• Obtain necessary documents and supplementary information from clients or team leaders during onboarding.
• Conduct regular meetings with clients and address their inquiries and resolve issues as needed.
  

Responsibility 3 : Financial Planning

• Develop financial plans and deliver presentations to clients as needed.
• Collaborate with team leaders to gather data.
• Maintain and update client data, and revise plans annually or as needed in response to significant changes.
  

Salary Range :

8-12 LPA

Incentives / Bonuses :

Performance-based incentives

Other Benefits :

Health insurance, leave policy, work from home policyShare your resume with email subject line – “Ref” FPSB India”

Hiring Manager Details

ananyaa@gcia.in