Private Wealth Advisor

Company Description

Evolve Energy Group is a leading provider of Solar Power solutions. We specialize in delivering renewable and affordable energy sources. Our mission is to promote the benefits of solar energy and provide accurate information. With a commitment to quality, we ensure our solutions are planned and executed for long-term success, aiming for optimal output and system longevity.

Role Description

This is a full-time on-site role for a Private Wealth Advisor located in Chennai. The Private Wealth Advisor will be responsible for financial planning, managing business relationships, estate planning, and providing investment advice. They will work closely with clients to develop tailored financial strategies and offer expert guidance on wealth management.

Qualifications

• Skills in Financial Planning and Estate Planning
• Experience in Business Relationship Management and Investments
• Certified Financial Planner designation
• Excellent interpersonal and communication skills
• Strong analytical and problem-solving abilities
• Ability to work independently and collaboratively
• Bachelor's degree in Finance, Business, or related field
• Experience in the renewable energy sector is a plus

Skills Required

certified financial planner , Estate planning, business relationship management, Investments, Financial Planning