As an experienced and client-focused professional in the Wealth Management vertical, you will play a crucial role in providing a premium client experience. With a minimum of 5 years of relevant experience in financial planning or wealth management, you will showcase your strong knowledge and hands-on experience across various asset classes such as Equities, Mutual Funds, Bonds, Structured Products, and alternative investment instruments. Your exceptional analytical and communication skills will be key in this role. Key Responsibilities: - Provide end-to-end financial planning services, covering areas like retirement, education planning, home buying, and wealth creation. - Conduct risk profiling and develop optimal asset allocation strategies customized to individual needs. - Translate market complexity into simple, actionable insights to empower clients in making confident decisions. Qualifications: - Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) or similar certification is required. - Additional certifications such as CAIA, FRM, or advanced NISM credentials will be a strong plus.,

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Senior Wealth Manager & Financial Planner