Partner - Wealth Management/ Business Development

Finnovate; Mumbai; On-site; INR 1,800,000 - 3,200,000; Full time

Job summary

Finnovate invites a Wealth Management Partner to join its Mumbai team, leveraging deep expertise in financial planning and wealth management. You will build trusted client relationships, tailor investment strategies, and guide clients toward long-term financial wellness with up-to-date market insights.

The role focuses on delivering personalized financial solutions, maintaining high standards of client service, and representing Finnovate at industry events to promote financial education.

Qualifications

• Bachelor's degree in finance or economics, MBA-Finance preferred.
• CFP certification is advantageous, or pursuing NISM XA-XB qualification.
• Minimum 4 years of experience in financial advisory or related fields.
• Strong knowledge of financial planning, investment strategies and wealth management.
• Excellent stakeholder management and communication skills.
• Analytical mindset with ability to assess financial data and provide recommendations.

Responsibilities

• Build strong relationships with clients by understanding their goals and offering personalized financial solutions.
• Guide individuals in making informed financial decisions for long-term financial well-being.
• Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs.
• Stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant financial advice.
• Analyze financial data, track progress, and optimize financial plans for better results.
• Represent Finnovate at conferences, meetings, and industry events to promote financial education.

Skills

Client relationships

Financial planning

Wealth management

Stakeholder management

Communication skills

Analytical mindset

Education

Bachelor's degree in finance/economics

MBA in Finance preferred

Job description

Job Description

Job Title: Partner - Wealth Management

Key Responsibilities

• Build strong relationships with clients by understanding their goals and offering personalized financial solutions.

Key Responsibilities

• Build strong relationships with clients by understanding their goals and offering personalized financial solutions.
• Guide individuals in making informed financial decisions for long-term financial well-being.
• Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs.
• Stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant financial advice.
• Analyze financial data, track progress, and optimize financial plans for better results.
• Represent Finnovate at conferences, meetings, and industry events to promote financial education.

Qualifications & Skills

• Bachelor's degree in finance, economics, or a related field (MBA-Finance preferred).
• A CFP certification would be a definite advantage, alternatively should have a NISM XA - XB qualification or working towards the same
• Minimum of 4 years of experience in financial advisory or related fields
• Strong knowledge of financial planning, investment strategies, and wealth management.
• Excellent stakeholder management skills, superior communication and interpersonal skills to educate and engage clients.
• Analytical mindset with the ability to assess financial data and provide strategic recommendations
• Self-driven, goal-oriented, and passionate about helping others achieve financial success.