Trainee Paraplanner
1 week ago
Trainee Paraplanner - US
FULL TIME | VALENTA AI | INDIA
**Job Information**:
Industry
Financial Services
Current Openings
1
Salary
350000 to 425000
City
Anywhere in India
State/Province
Karnataka
Zip/Postal Code
560097
- Title - Trainee Paraplnner - US- Shift - 1:00 Pm to 10:00 Pm- Training Duration - 3 months**Overview of the Role**
This role deals with financial planning and analysis. You will be required to manage all incoming workflow from your assigned client and work with him/her to build financial plans and suitable strategies to meet investment objectives and mitigate risk.
Role Dimensions- Preparing financial analyses and financial plans for HNI/UHNI clients.
- Assisting in analysis, re-balancing, and review of investment portfolios.
- Conducting investment research (Stocks, Mutual Funds, ETF and Bond’s).
- Conduct need-analysis pertaining to insurance, mortgages, investments, and taxes.
- Providing support for processing client service needs (digital paperwork, report generation, agenda preparation)
- Assisting with creation and implementation of workflows and procedures to improve efficiency and enhance client experience.
- Train, mentor, and groom individuals on the process and make sure all the quality parameters are met by them in the longer run.
**Requirements**:
- Skill Set- MBA (Finance), CFP (Pursuing) or CFA (Pursuing).
- Well versed with investment, planning and insurance concepts.
- Proficient in MS Office suite.
- Excellent Communication skills (Oral and Written)
- 0.6-2 years of work experience in financial sector (Insurance, BFSI, Mutual fund)
**Benefits**:
**Perks and Benefits (In addition to all the Mandatory Statutory Benefits such as PF, Group Medical, Gratuity etc.) the following perks and benefits are also provided**:
- Gain exposure by working directly with global clients
- Flexible working options
- International relocation & travel opportunities
- Professional Development & career progression
- Experience fantastic culture & sense of purpose
