Wealth Planner

India - Product Management and Development - Global Wealth Management **Job Reference #** - 318097BR **City** - Mumbai **Job Type** - Full Time **Your role** - As a Wealth Planner, you will play a crucial role in helping our clients achieve their financial goals. By providing comprehensive financial planning services, you will have a significant impact...

Key ResponsibilitiesUnderstand client goals and assess current financial status.Prepare detailed financial plans covering budgeting, savings, investments, retirement, and wealth creation.Analyze income, expenses, assets, liabilities, and risk capacity.Create goal-based financial projections and recommendations.Evaluate and suggest suitable investment...

Probitus wealth isa fast growing wealth management firm and is currently looking for CFPs/Qpfp with no less than 3 years of experience in both financial planning and investment advisory. Candidate is expected to have excellent communication skills both verbal and written and has to be based in Mumbai. Office location is Matunga, Mumbai. Kindly send your CV...

**Responsibilities**: - Analyse client’s financial status (e.g., income, expenses and liabilities) - Examine and suggest financial opportunities (e.g., insurance plans, investment strategies) - Develop sound financial plan and budgets for clients according to their changing needs. - Help clients implement their plans and carry out transactions. - Present...

— Remote Independent Contractor — flexible alongside existing role Commission-based — earn on every client you introduce or guide "What's my Plan B?""Where should I diversify?""How can I set up my kids to study in Europe?"If you work in wealth management, private banking, or family office advisory, you've heard these questions. Your clients are...

Job Description: Junior Financial PlannerAbout V-Financial ServicesV-Financial Services is a Mumbai-based, all-women-led financial planning and wealth management firm catering to HNI and corporate clients. We specialize in financial planning, tax planning, retirement planning, and multi-asset investment management with a strong client-centric...

Job Title:Manager/ Assistant Manager - Financial PlannerJob Level: Mid-levelReport to: CBODepartment: Financial ProductsOrganization:Airpay Money Pvt Ltd )Location:Gurgaon/ Bengaluru/ MumbaiJob SummaryResponsible for managing client portfolios, conducting mutual fund and market research, and supportinginvestment advisory activities. The role ensures accurate...

—RemoteIndependent Contractor — flexible alongside existing roleCommission-based — earn on every client you introduce or guide"What's my Plan B?""Where should I diversify?""How can I set up my kids to study in Europe?"If you work in wealth management, private banking, or family office advisory, you've heard these questions. Your clients are thinking...

𝗥𝗲𝗹𝗮𝘁𝗶𝗼𝗻𝘀𝗵𝗶𝗽 𝗠𝗮𝗻𝗮𝗴𝗲𝗿 — 𝗪𝗲𝗮𝗹𝘁𝗵 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁𝗚𝗿𝗲𝗲𝗰𝗲 𝗚𝗼𝗹𝗱𝗲𝗻 𝗩𝗶𝘀𝗮📍 Remote💼 Independent Contractor — flexible alongside existing role💰 Commission-based — earn on every client you introduce or...

𝗥𝗲𝗹𝗮𝘁𝗶𝗼𝗻𝘀𝗵𝗶𝗽 𝗠𝗮𝗻𝗮𝗴𝗲𝗿 — 𝗪𝗲𝗮𝗹𝘁𝗵 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁𝗚𝗿𝗲𝗲𝗰𝗲 𝗚𝗼𝗹𝗱𝗲𝗻 𝗩𝗶𝘀𝗮📍 Remote💼 Independent Contractor — flexible alongside existing role💰 Commission-based — earn on every client you introduce or...