Investment Adviser
- Type:
- Full Time
- Location:
- Remote
- Description:
-
Company Name: myMoneySage (Shreem Datatech Solutions Pvt Ltd)
About Company:
We are myMoneySage, a SEBI Registered Investment Adviser and an award-winning wealth tech platform. We empower wealth creation for HNIs and NRIs by leveraging technology and in-house research. We are looking for talented Financial planners/Investment Advisers to join our growth story.
Job Description:
You need to work with individuals & and families, help them understand their financial circumstances and to reach their short-term and long-term financial objectives. Your responsibilities will be as follows.
- Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
- Answering client questions about financial plans and strategies and giving financial advice.
- Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
- Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
- Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
- Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
- Implementing financial plans. 8. Maintaining your client base to increase Assets Under Management.
Qualification: Graduate / Post Graduate with Certified Financial Planner.
Salary: up to 10 lacs
- Hiring Manager Details:
-
Bhuvana