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Financial Planner @ International Money Matters Pvt. Ltd.
Company Name International Money Matters Pvt. Ltd.
Location Delhi & Mumbai, India
Job Type Financial Planner
Job Description

Dear Students,

FPA with various companies brings you good job openings which will help you enhance your skills in the finance domain. Please refer to the job descriptions for your reference.


Company website : www.immpl.com
 

Company Profile : 

International Money Matters is a 16+ year old financial planning-cum-investment advisory company, in the business of helping our clients achieve their financial goals whilst ensuring peace of mind.

 Currently a 50+ people operation, headquartered in Bangalore with presence in Mumbai and Delhi; we have over 450 families as clients from across India and the world – US, UK, Middle East and South East Asia. We currently manage assets of over Rs.1000+ Crores and run a risk cover of Rs.300 Crores while advising 500+ clients from across India and the world including the US, UK, Middle East and South East Asia.

 We assist our clients in identifying, defining and prioritizing their financial goals over the short term to long term and then designing a customized game plan to achieve these very goals.

Job Location : Delhi & Mumbai

Job Profile & Responsibilities : 

  •  Gain understanding of Client requirement.
  •  Gain an understanding of the client expectation from the Financial plan (desired outcomes, specific recommendation on specific concerns) 
  •  Updates to advisor basis initial analysis on focus areas of the Financial plan.
  •  Prepare Financial Plans and discuss with advisor, May Accompany advisor for client meetings as required.
  •  Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs
  •  Deliver holistic goals-based financial solutions to clients.
  •  Prepare and present detailed customized client reports.
  •  Track plan executions.
  •  To review the Investment Strategy and to suggest any modification if required.

Candidates Profile Graduate/Post graduate (Aspire for CFPCM Certification)

Experience : 1- 4 years

Salary : 3-7 Lakhs PA (Negotiable)

Interested candidates can mail their updated resumes at “Placement@fpa.edu.in” with the company name and profile name.

Please go through the JD carefully before applying.

Posted Date 30/08/2017

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