Wealth Executive - Financial Planning

Who should apply?:

Anyone who wants to build a career in Financial Planning and Wealth Management.

Job Summary:

To manage and retain acquired relationships, mainly NRIs and HNIs. It is NOT a Sales job and there is no target and no cold calls.

Responsibilities and Duties:

- Client onboarding including KYC, data gathering, documentation and registration

- Assist in preparation of Risk Profile, Investment Policy and Financial Plan

- Setup and attend Client Meetings, Prepare meeting notes and related follow ups

- Investment research, Initiate and track investment transactions

- Monitoring and reporting of client reports, capital gains statement and CAS reconciliation

- Track, follow up, communicate and solve client queries

- Maintain working sheets, checklist and assist in SEBI RIA compliance

- Perform any duties for excellent client service to ensure delivery of VALUE to the clients & customer satisfaction

Qualification:

- Graduate/Postgraduate in any stream

- CFP or Pursuing CFP or NISM XA /XB Certified

Experience:

- 0-1 year with MFD or CFP or Paraplanner for anyone who wants to upgrade their career to Financial Planning and Wealth Management

- Experience of working with NRIs preferred

Key Skills:

- Self starter, passionate to help clients achieve their goals

- MS Excel, MS Word, MS PowerPoint

Other:

- Building a career in Wealth Management requires long term commitment

- Insurance benefit will start after completion of 1 year

Job Types: Full-time, Permanent

Pay: ₹24,000.00 - ₹26,000.00 per month

Benefits:

• Health insurance
• Leave encashment
• Life insurance
• Paid time off

Schedule:

• Day shift

Application Question(s):

• How far do you live from Shyamal Cross Roads (in km)?

License/Certification:

• CFP / Pursuing CFP or have passed / pursuing NISM X-A / X-B? (Required)

Location:

• Ahmedabad, Gujarat (Required)

Work Location: In person