Investment Manager (2-6 years)

Our client is a leading fintech platform transforming the way young Indians manage their finances. By leveraging technology, our client offers smarter, faster, and more convenient financial solutions. With over ₹1000 crore in monthly investments and 2 million+ transactions, our client holds a significant share of the online investment market.

They are looking for a dynamic and experienced Certified Financial Planner (CFP) with a proven track record as a Relationship Manager to serve as a trusted advisor to their clients. In this dual role, you will leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships. The ideal candidate will have a deep understanding of the financial markets, regulatory environment, and client needs, ensuring that clients receive holistic and goal-oriented financial advice.

Experience : 3-10 years in financial planning and wealth management advisory

Education : Graduate, CFP / CFA / CA preferred

Locations : Gurugram

Key Responsibilities :

Client Relationship Management :

• Build and maintain strong, trust-based relationships with affluent / high-net-worth clients, acting as their primary point of contact for all financial matters.
• Proactively engage with clients to understand their evolving needs, address concerns, and provide personalized advice.
• Identify opportunities to deepen client relationships, cross-sell services, and generate referrals to grow the firm’s client base.

Financial Planning :

Business Development :

Requirements : Qualifications :

Experience :

Skills :

#Fintech #Wealthmanagement #CFP