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Urgent Hiring For Financial Planner & Relationship Manager

Urgent Hiring For Financial Planner & Relationship Manager

Symmetrical Global Search

2 - 6 years

4 - 8 Lacs

Gurugram Delhi / NCR

Posted:23 hours ago| Platform:

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Skills Required

Financial Planning Certified Financial Planner Wealth Management HNI Portfolio Management Relationship Management Relationship Building Wealth Relationship Investment Advisory Financial Advisory CFP

Work Mode

Work from Office

Job Type

Full Time

Job Description

Dear candidates,

Greetings From Symmertical !!!

Urgent Hiring for Certified Financial Planner (CFP) & Relationship Manager.

Role & responsibilities

Client Relationship Management with Private banking, wealth Management, HNI clients:

Build and maintain strong relationship
Engage with clients
Identify opportunities
Maintain existing networks and relationship-building to acquire new clients

Financial Planning

Conduct in-depth financial assessments.
Optimize portfolios
Taxes, investments
Monitor and review financial plans

Preferred candidate profile

Experience in financial planning and wealth management in India.
Proven experience as a Relationship Manager, preferably in wealth management, private banking, or financial advisory services.

share your updated CV

Highest Educational Qualification (Years of completion):

Current Company/Designation:

Work Experience (Total):

Current Location:

Current CTC:

Expected CTC:

Notice Period:

Reason for change:

Interview Availability:

Please share mentioned above details on monika@symmetricalglobal.com

Contact Person: Monika Sain

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