About the Role
Professional Competency: -
• Be Passionate about Financial Planning and Wealth Management.
• Have a strong Analytical background.
• Ability to work directly with Client.
• Ability to work with International Teams in a fast-paced environment.
• Track individual progress and provide support to new resources.
• Be a Solid Team Player and a Global Player.
• Must have excellent communication skills (Written & Verbal).
• Adapt to change with ease.
• Treat colleagues and clients with utmost respect.
• Be able to provide value add by going the extra mile.
• Have a never say never attitude.
• Have a Technology first approach.
Qualifications and Experience:
• Preferred Qualifications – bachelor’s degree in commerce (B. Com), Master of Business Administration with Specialization in Finance would be an added advantage.
• Professional Certifications – CFP (Certified Financial Planner), CFA (Certified Financial Analyst), ChFC (Chartered Financial Consultant).
• Experience in Financial Markets would be an added advantage.
• Experience working on Fund Provider Portals, Insurance Carrier Portals, Research Tools such as Morningstar, Risk Profiling Tools such as Finametrica, Cash flow Modelling applications, Financial Planning Software’s, CRM systems etc. would be an added advantage.
Requirements
Knowledge, Skills, Competencies and Responsibilities: -
Technical Competency: -
· Solid understanding of Financial Markets
· Research and Analyze Investment strategies
· Review client portfolios
· Excellent in Cash flow Modelling
· Develop Financial Planning Strategies
· Conduct Risk Analysis and Insurance Planning
· Create Retirement Planning Strategies
· Investment Planning
· Tax Planning
· Estate Planning
· Employee Benefits