Financial Services Professional

7 days ago


Pune, Maharashtra, India Ascending Wealth Solutions Full time

Ascending Wealth Solutions LLP is a wealth consulting and portfolio management firm, committed to addressing the diversified financial needs of its clients. We offer customized solutions to help clients achieve their financial goals effectively.

This role involves managing client relationships, developing and implementing financial plans, and providing portfolio management services. Daily tasks include conducting financial analyses, preparing and presenting financial reports, and offering tailored investment advice. The successful candidate will maintain regular communication with clients to understand their financial needs and ensure high levels of client satisfaction.

The ideal candidate should possess strong financial analysis and investment advisory skills, as well as excellent client relationship management and communication abilities. Experience in portfolio management and financial planning is also essential. Proficiency in preparing and presenting financial reports is necessary, along with the ability to understand and address diversified financial needs.

Key responsibilities include:

  • Developing and maintaining client relationships
  • Providing portfolio management services
  • Preparing and presenting financial reports
  • Ongoing financial analysis and investment advice

The successful candidate will have a Bachelor's degree in Finance, Economics, Business Administration, or a related field. Relevant certifications such as CFA or CFP are a plus. A minimum of 3-5 years of experience in a similar role is required.



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