Posted:2 weeks ago|
Platform:
On-site
Full Time
? Strong knowledge and hands-on experience across multiple asset classes including Equities, Mutual Funds, Bonds, Structured Products, and alternative investment instruments.
? Exceptional analytical and communication skills.
? Provide end-to-end financial planning services from retirement and education planning to home buying and wealth creation.
? Conduct risk profiling and design optimal asset allocation strategies tailored to individual needs.
? Translate market complexity into simple, actionable insights, empowering clients to make confident decisions.
? Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) or similar
? Additional certifications like CAIA, FRM, or advanced NISM credentials will be a strong plus.
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bengaluru, karnataka, india
Salary: Not disclosed
Salary: Not disclosed
