Financial Planner Investment Advisor

Employer
Mymoneysage
Location
Bangalore City, Bangalore (IN)
Salary
As per the candidate's ability
Posted
May 07, 2019
Closes
Jul 06, 2019
Industry Sector
Fintech/Insurtech
Employment Type
Full Time
Education
Masters

You are a proactive and talented person who has a passion for working hard. You understand that your success is tied to the success of Mymoneysage.in and are dedicated to doing what it takes to win, you shall be responsible for providing holistic financial planning & Investment Advisory to clients

Role Description

 Help clients understand their personal finance by Engaging with them: Understand their financial goals, current financial position, cash flows etc.  

Enabling them to get to a better place and fund their goals by: Drawing-up a detailed financial plan , Doing asset allocation across long-term and short-term goals, into appropriate asset classes of equity and debt, Comprehensively document interactions and the advice being provided

Drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition.  Ensure adherence to internal and external financial advisory guidelines and Risk

The ideal candidate will be a Graduate in any stream. Post Graduate / MBA from Premier institutes and with One or more of these certifications:  Investment Adviser X-A and X-B certifications from NISM, or Certified Financial Planner (CFP) from FPSB, or Chartered Financial Analyst (CFA) from CFA Institute

 Preferably with 2-3 years of experience in wealth management or financial planning firm.

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