Financial Planner

Bengaluru, Karnataka, India Full-time

Financial Planner

Responsible for providing holistic financial planning to clients


Role Description

  • Help clients understand their personal finance by:

    • Setting up meetings / calls with prospective clients and on-boarding them

    • Engaging with them over the phone, skype and/or in-person meetings to understand their financial goals, current financial position, cash flows etc.

  • Enabling them to get to a better place and fund their goals by:

    • Drawing-up a detailed financial plan

    • Doing asset allocation across long-term and short-term goals, into appropriate asset classes of equity and debt

    • Comprehensively document interactions and the advice being provided


The ideal candidate will have

  • One or more of these certifications completed and currently valid:

    • Investment Adviser X-A and X-B certifications from NISM, or

    • Certified Financial Planner (CFP) from FPSB, or

    • Chartered Financial Analyst (CFA) from CFA Institute

  • Academic qualifications and experience of either of these:

    • A bachelor’s degree in any discipline along with five years work experience in financial advisory, asset management or portfolio management, with ideally at least one year’s experience in financial planning; or

    • A post-grad (master’s) degree  or professional degree (MBA) in any of these fields: finance, accounting, management, commerce, economics, capital markets, banking, insurance or actuarial sciences, which includes at least a year of financial planning experience

  • Excellent English communication skills, and preferably, one additional language

  • Ideally already located and settled in Bangalore

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