Job Description
Looking for a finance professional passionate about wealth management and investment advisory
Key Responsibilities:
✔ Analyze and review client portfolios across asset classes
✔ Prepare portfolio reports and investment trackers
✔ Research Mutual Funds, Bonds, PMS & AIFs
✔ Support financial planning and goal-based advisory
✔ Track market trends, regulations, and investment opportunities
Who Should Apply?
- Graduate/Postgraduate in Finance, Commerce, or Economics
- 1–3 years of experience in Wealth Management, Financial Advisory, or Investment Research
- CFP pursuing/qualified candidates preferred (NISM certifications are a plus)
- Strong Excel and analytical skills
Detail-oriented with excellent communication abilities.
You may also share your resume with us at [email protected]
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Submit your application for the Financial Planning Consultant position at RefRelay.
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