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S P Wealth Advisors jobs - Financial Planner

Financial Planner

S P Wealth Advisors

location

experience

Fresher

salary

15,000 Per Month

qualification

B.Com, M.Com, MBA/PGDM, CA, Other Post Graduate

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Posted: 5 Years ago

Views: 2

Applications: 0

Openings: 1

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

EducationB.Com, M.Com, MBA/PGDM, CA, Other Post Graduate

Who can applyFreshers

Hiring Process Face to Face Interview

Employment TypeFull Time

Job Id97940

Job Category MBA

StateMaharashtra

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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