Noida – www.wealthzi.com – 17/05/2022
Salary – Based on current CTC
Sr. Investment Advisor
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.
- 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.