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
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.

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