Senior Wealth Planner & Client Advisory Manager

• Graduate in Finance/Economics (CFP preferred; CFA/CA/NISM a plus).
• 5+ years in wealth management / financial advisory.
• 3+ years managing HNI client relationships.
• Strong knowledge of mutual funds, PMS, REITs, ULIPs, and Indian tax laws.
• Excellent communication, analytical, and relationship management skills.

Overview

• Industry - HR Staffing & Recruitment Firms / Employment Agency / Background - Reference Check Firms
• Functional Area - Other
• Job Role - Other
• Employment type - Full Time
• Work Mode - In Office

Qualifications

• Any Graduate - Any Specialization
• Any Post Graduate - Any Specialization
• Any Doctorate - Any Specialization

Job Related Keywords