Certified Financial Planner

2 weeks ago

Mumbai, India Corenza Full time

Roles & Responsibilities:- Coordinating new client onboarding process with the back office team- Data gathering and Financial plan creation within agreed TAT and as per process checklists- Presentation of draft and final plans- Portfolio reviews and recommendations- Presentation of portfolio reviews and investment recommendations/exits to clients within agreed turnaround time lines- Coordination with Senior Advisors/Wealth Managers and Back Office team for implementation of advice- Aid in queries linked to clients financial plan and/or portfolio recommendations- Financial planning software, risk profiling software housekeeping and portfolio reporting software integration with client reports- Research software integration for client reports- Maintenance of planning and review calendars- Keeping updated on the financial markets & products (Equities, Mutual Funds, Asset Allocation, Planning Trends, Alternate Investments, Macro Economy, Global events)- Providing clients with information on new and existing products and schemes in coordination with Research/Seniors- Sharing the macro views on global/ local economy, and local /global financial markets with clients during meetings- Sharing research/investment updates with clients on an ongoing basis during meetings- Website content and social media content maintenance with planner insights

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