Certified Financial Planner

3 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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