Job DescriptionTechnical Competency: - Solid understanding of Financial Markets Research and Analyze Investment strategies Review client portfolios Excellent in reporting and MISDevelop Financial Planning Strategies Conduct Risk Analysis and Insurance Planning Create Retirement Planning Strategies Investment Planning Tax Planning Estate PlanningEmployee Benefits Professional Competency: - Be Passionate about Financial Planning and Wealth Management.
Have a strong Analytical background.
Ability to work directly with Client.
Ability to work with International Teams in a fast-paced environment.
Track individual progress and provide support to new resources.
Be a Solid Team Player and a Global Player.
Must have excellent communication skills (Written & Verbal).
Adapt to change with ease.
Treat colleagues and clients with utmost respect.
Be able to provide value add by going the extra mile.
Have a never say never attitude.
Have a Technology first approach.
Requirements Qualifications and Experience: Preferred Qualifications – bachelor's degree in commerce (B. Com), Master of Business Administration with Specialization in Finance would be an added advantage.
Professional Certifications – CFP (Certified Financial Planner), CFA (Certified Financial Analyst), ChFC (Chartered Financial Consultant).
Experience in Financial Markets would be an added advantage.
Experience working on Fund Provider Portals, Insurance Carrier Portals, Research Tools such as Morningstar, Risk Profiling Tools such as Finametrica, Cashflow Modelling applications, Financial Planning Software's, CRM systems etc. would be an added advantage.
BenefitsWork directly with global clients and gain valuable international exposureFlexible working arrangements to support work–life balanceOpportunities for international travel and relocationContinuous professional development and clear career progression pathsThriving workplace culture with a strong sense of purposeDisclaimer:- The requirements listed in this document are the minimum levels of knowledge, skills, or abilities.
The candidate will be required to perform any other job-related duties when requested by any person authorized to delegate responsibility (i.e. – Manager / Lead).
All Duties and responsibilities outlined here are essential functions and requirements and are subject to possible modification owing to change in strategy or operations.
Please send in your CV to ****** RequirementsMinimum Requirements Graduate/Post Graduate in finance or relevant degree Understanding of the financial planning process.
Attention to detail.
Good report writing skills.
Strong command over English.
Ability to work independently and multi task Knowledge & Skills CFP an added advantage.
Any additional certifications from FPSB, NCFM etc preferred.
Leadership.
Sound communication skills.
Experience using MS-word and excel.
Strong technical knowledge including insurance, mutual funds, trusts, taxation etc.
Self-motivated and able to take responsibility for own work.