Gurgaon – – 29/06/2022

Salary – Based on current CTC

Job Title

Sr. Wealth Manager

Company Profile

  • Fintoo (Formerly Financial Hospital), Established in 2015 in Mumbai. We have assisted over 92,000 clients, comprising families, Indian residents, NRIs and ultra-high net worth individuals with our assisted financial advisory and consultancy services. We are a SEBI registered Investment Advisor having Robo Wealth and Tax Advisory, platform (web & mobile) that offers Wealth Advisory, Retirement Planning and Tax planning solution followed by investment execution to complete the entire circle. 

Job Profile & Responsibilities

  • Provide Ethical Advisory related to Financial Planning, Tax Planning, Retirement Planning and other allied services.
  • Private Wealth Management of existing and new clients with focus on customer satisfaction. 
  • Preparation and Analysis of Financial Plan based on the risk appetite, goals, time horizon of clients.
  • Enhancement of Book size by acquiring new HNI & UHNI clients.
  • Should have handled an AUM of more than 30Cr.

Preferred Qualifications

  • Bachelor Degree /Master’s degree in Finance field or relevant field. 
  • Certificate course in Finance Planning/CWM will be an added advantage.
  • NISM XA and XB certification.

Desired Candidate Profile

  • Should possess excellent communication skills and should be presentable.
  • Should have thorough knowledge of financial markets & instruments like Direct Equity, Mutual Funds, Insurance etc.
  • Should be able to analyse & work out customized financial plans for a client (training will be provided).
  • Should be tech savvy to use tools for related functionalities.
  • Should possess exceptional organizational skills.
  •  Should have a minimum of 3 years’ experience in the Finance domain. 
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