
Financial Planning Expert
7 hours ago
Our company, is a leading fintech platform transforming the way Indians manage their finances. We offer smarter, faster, and more convenient financial solutions.
Key Responsibilities:
- Build strong relationships with clients to understand their evolving needs and provide personalized advice.
- Conduct in-depth financial assessments for clients, including cash flow analysis and investment planning.
- Develop comprehensive financial plans tailored to clients' goals and risk tolerance.
- Optimize portfolios for tax efficiency and long-term growth.
Requirements:
- Certified Financial Planner (CFP) certification from or an equivalent recognized body.
- Minimum 5 years of total experience in financial planning and wealth management in India.
- At least 3 years of proven experience as a Relationship Manager, preferably in wealth management or private banking.
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