Wealth Management Partner

Job Description

Delhi , India Designation: Partner Position: Wealth Management Instructor Mentor (Part-Time) Job Type: Consultant Benefits: Revenue distribution or a fixed hourly rate, with potential for performance-based bonuses tied to training outcomes. Reports to: Founder/CEO Job Overview The Wealth Management Instructor Mentor will provide expert training and mentorship to Eduroids' students on a part-time basis, focusing on wealth management principles, strategies, and tools. This role involves delivering interactive training sessions, developing industry-relevant course materials, and offering personalized guidance to students, preparing them for careers in wealth management, financial planning, and investment advisory. Key Responsibilities Training Delivery: Conduct engaging weekend training sessions covering core wealth management topics such as portfolio management, financial planning, investment strategies, and client relationship management. Provide insights into the use of financial analysis tools and platforms. Curriculum Development: Develop and update course materials that reflect current trends and regulations in wealth management and financial planning. Design case studies and simulations that mimic real-world wealth management scenarios. Hands-On Learning: Guide students through practical exercises, including portfolio creation, risk assessment, and retirement planning using tools like Bloomberg, Morningstar, or Excel. Introduce participants to wealth management software such as eMoney Advisor, Wealthbox, or Orion Advisor Tech. Mentorship: Offer personalized guidance to students, addressing individual learning needs and career aspirations in the wealth management field. Provide practical advice on certifications like CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst). Industry Alignment: Ensure training content aligns with the latest market trends, regulatory requirements, and client servicing strategies in wealth management. Assessment and Feedback: Assess student progress through quizzes, financial modeling exercises, and portfolio presentations. Provide constructive feedback to improve their analytical and client management skills. Knowledge Transfer: Share over 15 years of industry experience, including client advisory, portfolio management, and financial planning, to bridge theoretical knowledge and practical application. Key Measures Student Skill Development: High competency levels in financial planning, portfolio management, and wealth advisory strategies. Curriculum Relevance: Ensure training materials reflect the latest advancements in wealth management tools and techniques. Hands-On Expertise: Students demonstrate practical skills in creating and managing investment portfolios. Feedback Scores: Achieve excellent participant ratings for training quality and mentorship. Qualifications Education: Bachelor’s or Master’s degree in Finance, Economics, Business, or a related field. Experience: Minimum of 15 years of professional experience in wealth management, financial planning, or investment advisory roles. Proven track record of managing high-net-worth clients and portfolios. Real-time experience with Fortune 500 financial institutions is highly preferred. Technical Skills: Proficiency in financial modeling, asset allocation, and investment analysis. Expertise in financial planning software and portfolio management tools. Strong understanding of market trends, risk management, and regulatory compliance. Soft Skills: Exceptional communication and interpersonal skills for mentoring and client engagement. Strong analytical and problem-solving abilities. Ability to simplify complex financial concepts for diverse audiences. Personal Attributes Passionate about financial education and wealth management. Resilient, adaptable, and committed to continuous improvement. Collaborative and inspiring mentor who creates an engaging learning environment. Benefits Competitive compensation based on hourly or project-based engagement. Flexible remote working options. Opportunity to mentor and shape the next generation of wealth management professionals. Collaborative and dynamic work environment.