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.