Search Results: 4 vacancies
Rs 35000 - Rs 65000 per month
...Strong analytical and problem-solving skills
Excellent communication and interpersonal abilities
Certifications such as CFA or CFP are a plus
Roles and Responsibilities
Develop and implement strategies for wealth management
Provide financial advice to clients...
Rs 35000 - Rs 45000 per month
...products
Excellent communication and interpersonal skills
Strong analytical and problem-solving abilities
Certifications such as CFP, CFA, or similar are a plus
Roles and Responsibilities
Provide financial planning and investment advice to clients
Develop...
...Requirement : - An MBA in finance Degree holder or focused education in financial planning/wealth management - Other qualifications like CFP will be an advantage - 4 to 8 years of relevant work experience in the financial industry preferred - Should have managed a minimum...
...financial market trend to determine whether they fit into clients portfolios.
To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
To conduct and assist in organizing seminars workshops and other business...
