Senior Wealth Advisor/Dealing RM

Company Description

Fisdom is dedicated to making smart investments simple by blending cutting-edge technology with personalized financial advice. We aim to transform the investment advisory industry, making it accessible, understandable, and transparent for everyone. Our platform provides secure and objective financial guidance, regardless of your net worth or financial knowledge. Fisdom strives to ensure that your money works for you effectively and efficiently.

Role Description

This is a full-time, on-site role based in Mumbai for a Senior Wealth Advisor/Dealing RM. The Senior Wealth Advisor/Dealing RM will be responsible for providing comprehensive financial planning and retirement planning services. Key responsibilities include advising clients on investments and finance, and delivering personalized wealth management services. The role requires close interaction with clients to understand their financial needs and goals, and to develop strategies to meet those objectives.

Qualifications

• Strong skills in Financial Planning and Retirement Planning
• Experience in Investments and Finance
• Proficiency in Wealth Management Services
• Excellent communication and interpersonal skills
• Ability to work collaboratively in a team environment
• Relevant certifications such as CFP (Certified Financial Planner) are a plus
• Bachelor's degree in Finance, Economics, Business Administration or related fields