Financial Planner/Financial Advisor- Wealth Management - Financial Advisory

- Create, review, and optimize financial plans (cash flow modelling, asset allocation, ESOP analysis, retirement projections). - Conduct detailed portfolio analysis and recommend rebalancing, restructuring, or diversification strategies. - Prepare client-ready financial reports, review summaries, and planning insights. - Support execution workflows - rebalancing orders, transactions, fund transfers, ticketing, and coordination with operations. - Serve as the primary servicing contact post-onboarding for client queries, clarifications, and plan-related questions. - Monitor portfolios and identify scenarios requiring rebalancing or review. - Collaborate with the Financial Planning Specialists during onboarding and transition phases. - Coordinate with Global Desk, Tax Team, and Research Team for specialized client requirements. - Ensure advisory workflows and recommendations adhere to SEBI-RIA regulations. - Maintain accurate documentation, updating financial plan versions and client records as required. - Assist in preparing quarterly/annual review packs and performance reports. Key

- Strong analytical skills and deep understanding of financial planning concepts. - Ability to create accurate and professional financial plans and reports. - Good knowledge of products such as mutual funds, equity, debt, global instruments, and tax-saving structures. - Proficiency in Excel, PowerPoint, portfolio tools, and planning templates. - Strong servicing mindset, attention to detail, and ownership-driven approach. - Good communication skills for client interactions (written and verbal). - Ability to manage HNI expectations with maturity and professionalism.Key

- Strong understanding of financial planning concepts - cash flow, asset allocation, risk profiling, ESOP management, and tax basics. - Excellent communication, storytelling, interpersonal, and relationship management skills. - Ability to simplify and present a financial plan confidently to HNI prospects. - Good understanding of financial products (mutual funds, ETFs, equity, debt, global products). - High emotional intelligence, patience, and advisory mindset. - Proficiency in Microsoft Excel & PowerPoint for plan creation and analysis. - Strong written and verbal communication in English. .