Job Title: Partner - Wealth Management

Key Responsibilities:

ü Build solid 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

- Strong 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