? CTC: ₹3 – 4 LPA (Flexible for the right candidate)
? Experience: 1–3 Years
⚡ Immediate Joiners Preferred
Are you passionate about Financial Planning, Investments & Wealth Management and looking to build your career with a growing wealth management firm?
We’re hiring a Junior Planner for one of our clients — a multi-asset wealth management firm helping clients make smarter financial decisions and achieve their long-term financial goals.
? What You’ll Do
As a Junior Planner, you’ll work closely with Senior Planners, Wealth Managers and Relationship Managers to support end-to-end financial planning activities.
? Assist in preparing comprehensive financial plans for clients
? Support asset allocation and portfolio performance analysis
? Assist with periodic portfolio reviews and rebalancing
? Prepare MIS, portfolio reports and client review presentations
? Conduct research on financial products, markets and investment opportunities
? Coordinate with Relationship Managers for client information and documentation
? Maintain accurate client records and ensure process compliance
? What We’re Looking For
We’d love to hear from candidates with experience or strong interest in:
✅ Financial Planning
✅ Investment Advisory
✅ Wealth Management
✅ Retirement Planning
✅ Portfolio Analysis
✅ Investment Review / Execution
✅ Client Financial Planning
Eligibility
• Graduate/Postgraduate in Finance, Commerce, Economics or a related field
• 1–3 years of relevant experience in Financial Planning / Wealth Management / Investment Advisory / Portfolio Ma