Finance Associate
4 days ago
Role Description
This is a full-time Finance Planning role based in Mumbai. You’ll contribute to a supportive and collaborative work environment that empowers you to excel. We are hiring an analyst at Nobias India with 5+ years of experience in wealth management. As a Finance Planning Analyst, you will be responsible for research on investment products like Mutual Funds, Stocks and ETFs, understanding client needs and helping them in planning for their Financial lives. We are seeking self-motivated individuals capable of working in teams. It’s important for this individual to take responsibility for all tasks and, often, confidential financial decisions, so they must be able to handle sensitive financial matters with integrity.
Qualifications
Financial Analyst with 5+ years post qualification experience.Financial Planner with 5+ years post qualification experienceBachelor's degree in Finance, Accounting, or a related field with 5-10 years post qualification experience in wealth management at a top bankAbility to manage confidential, sensitive informationStrong analytical and problem-solving skillsKnowledge of Investment Products, Macro fundamentals & Behavioral FinanceSound knowledge of markets and various financial productsKnowledge of accounting principles and financial regulationsExcellent attention to detail and organizational skillsHigh customer orientation with Excellent written and oral communication skillsAbility to work effectively in a teamProficiency in Microsoft Excel and familiarity with other Microsoft Office applications.
Preferred Qualifications:
NISM X-A and NISM X-B certification5-10 years post qualification experience in Financial Planning.Certifications in finance or accounting
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