Assistant Financial Planner

Type:
Full Time
Location:
Vile Parle(West) - Mumbai
Description:

Company Name : Primestar Investments

Experience Requirement: Freshers, Pursuing CFP Certification (only female candidates required)

Job description:

Skills required:

Excel Proficiency, excellent oral and written communication skills

You will be responsible for creating tailored financial plans, offering strategic advice, and building lasting relationships to help clients achieve their financial objectives.

Financial Planning: Develop and present customized financial plans, including investment strategies, retirement planning, tax optimization, estate planning, and risk management.

Client Relationship Management: Build and maintain strong relationships with clients, understanding their financial goals, risk tolerance, and unique needs.

Investment Management: Provide guidance on asset allocation, portfolio management, and investment opportunities to align with clients' objectives and risk profiles.

Market Research:

Stay informed about market trends, financial products, and regulatory changes to provide clients with relevant and timely advice.

Why Join Us?

  • Competitive salary and good increments based on performance.
  • Professional development opportunities and support for continuing education.
  • Collaborative and supportive work environment with a focus on work-life balance.
  • Opportunities for career growth within a leading investment management firm.
  • Share your resume with email subject line – “Ref” FPSB India”

    Hiring Manager Details:

    [email protected]