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

- Robust
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.