Company Profile :
Etica Wealth Management Private Ltd. is a Financial Planning and Wealth
Management company. We cater to more than 500 families involving Financial Planning,
Investment Advisory, Risk Management, Portfolio & Wealth Management etc with AUM over
Rs 750 Crore. We believe in a simple approach – ‘Advise clients only those actions which we
implement for our own portfolio’. Also, we firmly believe that “every client is unique & every
plan has to be unique”. We strive to be the client’s most trusted advisor by being transparent
& focused on clients’ primary interests.
Job Description :
Preparation of Financial Plan: Collect all documents from Client and prepare and
update financial plan on regular basis.
• Operation: Discuss with Client / Relationship manager on the transaction for the
Client and able to execute transaction online through transaction platform
• Review of Client Portfolio: Regular monitoring of Client portfolio and review it every
• Insurance: Prepare Insurance quotes for Client and review existing insurance policy.
Candidates Profile :
Graduate in any discipline with CFP Degree
Oral and written communication skills in English
Efficient at MS Office
Comfortable with use of technology
Salary : As per industry standards, negotiable for the right candidate.
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.