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Senior Financial Consultant

2 weeks ago

Mumbai, Maharashtra, India Corenza Full time
About the Job
We are seeking a highly skilled Wealth Advisory Specialist to join our team at Corenza, a leading wealth advisory firm. In this role, you will be responsible for:
  • 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.
The ideal candidate should have 5+ years of relevant financial planning and portfolio analysis experience and possess excellent communication skills.

About Your Qualifications
We are looking for a talented professional with a strong background in finance or a related field. As a Senior Financial Consultant, you will bring expertise in financial planning, portfolio analysis, and client communication. Your ability to analyze complex financial data, develop effective financial strategies, and maintain strong relationships with clients will be essential in delivering exceptional results.