Financial Planning Assistant

13 hours ago


Thiruvananthapuram, Kerala, India beBeeFinancial Full time ₹ 40,00,000 - ₹ 80,00,000

Job Role Overview

We seek a detail-oriented Associate to assist with financial planning and advisory services, manage client relationships, conduct market research, prepare financial reports, and support senior financial advisors.

Key Responsibilities:

  • Provide assistance in financial planning and advisory services
  • Manage client relationships by building strong rapport
  • Conduct market research and prepare detailed financial reports
  • Analyze financial data and provide insightful recommendations to senior financial advisors
  • Support senior financial advisors in their daily tasks and responsibilities

Requirements:

  • Bachelor's degree in Finance, Economics, Business, or related field of study
  • Possession of an MBA in finance is advantageous
  • Excellent written and verbal communication skills
  • Strong analytical skills and ability to analyze complex financial data
  • Effective client relationship management skills

Why Choose Our Organisation?

Our organisation offers a dynamic and challenging work environment that enables our Associates to develop their skills and advance their careers. We are committed to providing our employees with the necessary training and resources to succeed in their roles.



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