We are looking for people who are passionate about helping people invest their money wisely and reach their financial goals. This role holders will be key members of our Advisory business- Omega, Superstars and SmartMF solutions.

Key Responsibilities

- Advise larger AUA clients on financial goals and plans, asset allocation and building their portfolio as per the Moneyworks4me Process and Research. Review key Client Portfolios
- Acquire larger portfolio clients for Omega our Portfolio Advisory solution. Upgrade clients increase AUA or move them to Omega
- Guide Investment Counsellors to do the above for other clients
- Conduct online meeting/webinars, video and content to drive the Advisory business

What are we looking for in a Candidate Academics : Master s Degree in Finance, Economics or Commerce
- Candidates with XA XB or CFP with min Level 2 CFA

Knowledge skills :
- Superior ability to relate, persuade and guide clients - make advice stick
- High analytical, reasoning and logical skills
- Thorough knowledge of Stocks, Mutual Funds and Investing
- Skilled at Financial Planning, Stock Investing fundamentals, Portfolio Building and Management
- Excellent written and verbal communication skills

📌 Investment Advisers (Pune)
🏢 moneyworks4me.com
📍 Pune