Gurgaon – – 24/06/2022

Salary – 2.4 to 4.8 Lpa

Job Title

Wealth Advisor

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 consultancy relating to Financial Planning, Tax Planning, Retirement Planning, Investment Planning, Estate Planning and other allied services.
  • Manage and review current portfolios of existing clients with focus on customer satisfaction.
  • Preparation of Financial Plan based on the risk appetite, goals, time horizon of clients.
  • Enhancement of Book size by acquiring  new HNI & UHNI clients.
  • Research and Analysis of various Investment products.
  • Learn About Various Financial Instruments.

Preferred Qualifications

  • MBA Finance.
  • CWM Certification would be an added advantage.

Desired Candidate Profile

  • Entry level position.
  • Freshers can apply.
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