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Financial Planner Jobs in Mumbai - S P Wealth Advisors

Financial Planner

S P Wealth Advisors
experience-icon 0 Years
salary-icon 15000 Monthly
qualification-icon B.Com, M.Com, MBA/PGDM, CA, Other Post Graduate
Expired

Posted: 28 Dec 18

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.
Job Description:
  • 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
Education B.Com, M.Com, MBA/PGDM, CA, Other Post Graduate
Who can apply Freshers
Hiring Process Face to Face Interview
Employment TypeFull Time
Job Id536371
Locality Address
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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