Noida – www.wealthzi.com – 17/05/2022

Salary – Based on current CTC

Job Title

Sr. Investment Advisor

Company Profile

  • Wealthzi, owned by Lime Internet Pvt Ltd, is an independent digital wealth management service embarking on a mission to help Indians achieve their true wealth potential. Combining years of wealth expertise with cutting edge technology, Wealthzi is here to help you create a long term wealth plan, make risk-appropriate portfolios, devoid of clutter and unwanted risk and exposure. Wealthzi, led by a team of experienced entrepreneurs, wealth managers and technologists, intends to make your wealth journey enjoyable and rewarding.

Job Profile & Responsibilities

  • Interact with clients through telephonic / digital means.
  • Understand client needs & build custom portfolios with a range of products.
  • Present financial plans, portfolio reviews , etc.
  • Understanding of new product ideas and other asset class.
  • Adhering timelines for delivery of review and plans.

Preferred Qualifications

  • MBA / 2 year PG Finance / Capital Mkt/ Full time from recognized university.
  • Valid NISM XA & XB Certified or CFP certified.
  • CWM Certification would be an added advantage.

Desired Candidate Profile

  • Minimum 5 year experience in working with financial intermediary.
  • Knowledge of working on financial plans, excel sheets & calculators, ppts etc.
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