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Advisor@Finolutions Wealthcare LLP

Company Name Finolutions Wealthcare LLP
Location Chembur, Mumbai, India
Job Type Advisor
Job Description

Company Profile : 

We are predominantly in the business of providing business consultancy and related support functions for wealth management firms (including independent financial advisers and family offices) as well as Investment product developers.

We assist the wealth managers, particularly in the investment products space.  We search, scan, evaluate, compare, filter and carry out due diligence on investment options, particularly in the alternative investment space.
 

Job Description : 

(1) To understand investor requirements around retirement, education, and other financial goals;
(2) To understand the portfolio of investment products, pre-dominantly into Mutual Funds and bonds;
(3) To follow mutual funds, fund houses, individual schemes, etc.;
(4) To manage investor portfolios and related servicing of investors; and
(5) To support in MF research, for the client as well as the organization.
 

Candidates Profile :  

1. About 2 years of Experience in investment advising as well as client acquisition
2. Must be a qualified CFP (Certified Financial Planner)
3. Good Communication skill
We are based out in Chembur. Prefer candidates within travel comfort to & fro the office. 

 

Salary :  As per industry standards factoring the qualifications and experience.
 

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 23/10/2019

CONTACT US

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