Build and manage client relationships by understanding financial goals and delivering personalized financial planning, investment, and wealth management solutions. Advise clients on long-term financial decisions, analyze financial data, optimize plans, monitor market and regulatory developments, and represent Finnovate at industry events. The role also involves stakeholder engagement, financial education, and business development.
Job Title: Partner - Wealth
Management
Key Responsibilities:
ü Build strong relationships with
clients by understanding their goals and offering personalized financial
solutions.
ü Guide individuals in making informed
financial decisions for long-term financial well-being.
ü Provide expert insights on financial
planning, investment strategies, and wealth management tailored to client
needs.
ü Stay ahead of market trends,
regulatory changes, and industry best practices to deliver relevant financial
advice.
ü Analyze financial data, track
progress, and optimize financial plans for better results.
ü Represent Finnovate at conferences,
meetings, and industry events to promote financial education.
Qualifications
& Skills:
- Bachelor’s
degree in finance, economics, or a related field (MBA-Finance preferred).
- A CFP
certification would be a definite advantage, alternatively should have a NISM
XA – XB qualification or working towards the same
- Minimum of 4 years of experience in financial advisory or related fields
- Strong
knowledge of financial planning, investment strategies, and wealth management.
- Excellent stakeholder
management skills, superior communication and interpersonal skills to educate
and engage clients.
- Analytical
mindset with the ability to assess financial data and provide strategic
recommendations
- Self-driven, goal-oriented, and passionate about
helping others achieve financial success.
Finnovate Mumbai, Maharashtra, IND Office
Mumbai, Maharashtra, India, 400066
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