Job Title: Partner - Wealth
Management

Key Responsibilities:

ü Build robust 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
Solid
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.

📌 Partner Wealth Management/ Business Development Mumbai
🏢 Finnovate
📍 Mumbai