Partner - Wealth Management/ Business Development
Job Title: Partner - Wealth
Management
Key Responsibilities:
ü Build strong relationships with
clients by understanding their goals and offering personalized financial
solutions.
ü Guide individuals in making informed
financial decisions for long-term financial well-being.
ü Provide expert insights on financial
planning, investment strategies, and wealth management tailored to client
needs.
ü Stay ahead of market trends,
regulatory changes, and industry best practices to deliver relevant financial
advice.
ü Analyze financial data, track
progress, and optimize financial plans for better results.
ü Represent Finnovate at conferences,
meetings, and industry events to promote financial education.
Qualifications
& Skills:
- Bachelor’s
degree in finance, economics, or a related field (MBA-Finance preferred).
- A CFP
certification would be a definite advantage, alternatively should have a NISM
XA – XB qualification or working towards the same
- Minimum of 4 years of experience in financial advisory or related fields
- Strong
knowledge of financial planning, investment strategies, and wealth management.
- Excellent stakeholder
management skills, superior communication and interpersonal skills to educate
and engage clients.
- Analytical
mindset with the ability to assess financial data and provide strategic
recommendations
- Self-driven, goal-oriented, and passionate about
helping others achieve financial success.