Financial Planning Director

1 week ago


Hyderabad, Telangana, India Arin Consultancy Full time

Job Summary:

We are seeking a seasoned Financial Planning Director to join our team at Arin Consultancy. This role will focus on leading the Wealth Management Track, driving performance and growth of invested funds.

Key Responsibilities:

  • Attend fund manager calls to reconcile internal research with their opinions and understand the framework.
  • Develop financial plans and deliver presentations to clients as needed.
  • Collaborate with team leaders to gather data.
  • Maintain and update client data, and revise plans annually or as needed in response to significant changes.
  • Ongoing client service including regular meetings and addressing inquiries.

About the Role:

This is a full-time position that comes with an estimated annual salary of $120,000-$150,000 based on experience.

Requirements:

To be successful in this role, you will need strong leadership and communication skills, along with excellent analytical and problem-solving abilities.



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