Financial Planning Specialist

2 days ago


Kolkata, West Bengal, India Verneso Full time
Financial Planning Specialist
We are seeking a Financial Planning Specialist to provide tailored financial advice and recommendations to clients based on their financial goals, risk tolerance, and investment preferences. With 3-5 years of experience in wealth management, you will be responsible for managing and growing a portfolio of High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs).

Job Requirements:
- Excellent communication and interpersonal skills to build strong client relationships.
- Strong analytical and problem-solving skills to identify investment opportunities and manage risks effectively.

A salary of $160,000 - $220,000 per year is expected for this role.

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