Position – AVP, Family Office Services – reporting directly to the CEO

  • Seeking clients for Guardian Capital’s financial advisory services.
  • Maintaining client relationships—growing client base by referrals.
  • Maintaining historical records for GCIA and Clients—both, soft and hard copies.
  • Preparing financial reports for clients—this includes excel models and power points—over seeing junior financial planners in making excel models and power point presentations.
  • Delivering projects/engagements on time, within budget and to client’s satisfaction.
Qualifications must have: NISM—CFP (Certified Financial Planner) or IA (Investment Advisor) designation.
Must have skills:
  • Must have excellent English written and oral skills.
  • Must be able to speak English fluently and correctly—must have excellent written grammar.
  • Most of our communication—internal and external—is in English, so excellent English skills are required.
  • Must have advanced Excel skills and PowerPoint Skills. All of our financial planning is done on Excel—as such Excel skills are a must.
  • Must have excellent track record, people who’ve worked for professional corporations.
Other non-compromisable requirements:
  • Must have two excellent references from past work places.
  • Must not have switched roles many times over the years—we want people who have had stable careers with clear career growth paths.
  • Must have at least 5 years of experience.
Salary: depends on the experience and ‘fit’ for the role. There is no real upper limit on salary for the right experience.  
Interested candidates: forward your CVs to Ms. _K Bhattarai at [email protected], [email protected]
For company information, please visit our websites: www.gcia.in and www.guardianholdings.in You can also read about us at: https://yourstory.com/2020/02/guardian-capital-investment-banker-snapdeal-zomato
Hiring Manager Details:

Ms. K Bhattarai

[email protected], [email protected]