Wealth Planner

1 week ago

Mumbai Maharashtra, India ZISPL Full time

Master s degree or Professional Course in Finance, Business Administration, or a related field like Chartered Accountants, Chartered Financial Analyst etc.
- Professional certifications such as CFP (Certified Financial Planner), CWM (Chartered Wealth Manager) or Valid Certification from NISM Series-X-A and Series X-B.
- 2+ years of experience in financial planning, wealth management, or related roles.
- Proven track record of successfully acquiring new clients and delivering personalized financial plans.
- Strong analytical skills and attention to detail.
- Excellent communication and interpersonal skills.
- Proficiency in financial planning software and tools.
- Ability to work independently and collaboratively in a team environment.

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