Financial Planner Jobs in Mumbai - S P Wealth Advisors
Job Description
- Financial Planner/Investment Analyst
- We are looking for smart and dynamic person who can evaluate client portfolios and help in restructuring them.
- We prefer candidates with experience in review of client portfolios.
- Assess client’s overall financial picture, and understand their needs to devise an appropriate financial plan
- Work with support staff to establish client records and update their files
- Maintain ongoing relationships with clients, keeping them updated about any changes affecting their portfolio
- Make recommendations in areas such as areas as cash management, insurance coverage, and investment planning
- Key Essentials:
- Sound knowledge of financial markets and investment products.
- Excellent in Verbal and Written communication.
- Should be presentable
- Good command over basic Computer Programme like MS office and Internet application.
- Minimum Qualification: Graduate or Postgraduate with finance specialisation.
- Salary: Rs 15,000 in hand-monthly
- Candidates with CFP qualification and who are based in and around Thane west will be preferred.
Job Particulars
Role others
Who can apply Freshers
Hiring Process Face to Face Interview
Employment TypeFull Time
Job Id536371
Job Category MBA , Analyst / Analytics , Logistics / Transportation
Locality Address
State Maharashtra
Country India
About Company
We are a boutique wealth management firm offering integrated portfolio management services. Started is 2007, after acquiring rich experience by working with Franklin Templeton Mutual fund, we have over 60-man years of experience in the field of Investments & Real Estate advisory.
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