ACFP certified Financial Advisory firm, established in 2019 and managing a 35Crore of AUM right now.
We are committed to help individuals and businesses build wealth and achieve financial security. With a skilled attitude and a client-first approach, we specialize in investment planning, retirement strategies, tax-effective solutions, and risk management.
Key Responsibilities:
• Assist senior advisors in preparing financial plans and investment strategies
•Analyze client portfolios and market trends
• Conduct research on financial products and services
• Prepare client presentations, reports, and documentation
• Maintain and update client databases
• Participate in client meetings and take detailed notes
• Support compliance and administrative processes.
Qualifications:
• Master's degree in Finance, Economics, Business, or a related field.
• Solid analytical and numerical skills
• Proficiency in Microsoft Excel and PowerPoint
• Excellent communication and interpersonal skills
• High attention to detail and organizational ability
• Eagerness to learn and grow within the financial industry
📌 Full Time Employment Bengaluru
🏢 outmarc financial services
📍 Bengaluru
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