Qualified Financial Advisor

Weekday 1; Bengaluru; On-site; INR 800,000 - 1,100,000; Full time

Job summary

Weekday 1 is seeking a Financial Advisor for Bengaluru, Karnataka, India, to serve clients of one of its clients. The role requires a minimum of 3+ years of experience in financial advisory and aims to tailor plans to the client’s goals, risk tolerance, and financial position.

You will assess client profiles, design personalized financial plans, monitor their progress, verify plans for compliance, and provide ongoing servicing to ensure client satisfaction with timely nudges to action.

Qualifications

• Understand the philosophy, approach, and services to align client needs with tailored financial solutions
• Assess client profiles to design personalized financial plans based on goals, risk appetite, and financial position
• Monitor implementation and progress of financial plans with regular client check-ins
• Verify, cross-check, and validate all financial plans to ensure comprehensiveness, realism, and compliance
• Execute client servicing activities, providing ongoing support and resolving queries to enhance satisfaction

Responsibilities

• Develop and maintain client relationships through ongoing advisory support
• Conduct thorough needs assessments and risk profiling for personalized plans
• Present and explain financial plans and recommended actions clearly to clients
• Ensure plans comply with regulatory requirements and internal quality standards
• Track progress and adjust plans as clients' circumstances change
• Deliver timely nudges and reminders to prompt appropriate client actions

Skills

Financial Advisory

Qualified Financial Advisor

Job description

This role is for one of Weekday's clients

Min Experience: 3+ years
Location: Bengaluru, Karnataka, India
JobType: full-time

Requirements

• Develop a deep understanding of our philosophy, approach, and suite of services to effectively align client needs with tailored financial solutions
• Conduct thorough assessments of client profiles to design personalized financial plans based on their goals, risk appetite, and financial position
• Monitor the implementation and progress of financial plans, holding regular check-ins with clients to ensure alignment with the recommended strategy
• Verify, cross-check, and validate all financial plans to ensure they are comprehensive, realistic, and compliant
• Execute client servicing activities, offering ongoing support and resolving queries to enhance client satisfaction.
• Create and deliver nudges-timely reminders and communications to encourage clients to take recommended financial actions
• Ensure adherence to internal quality standards and maintain compliance with all regulatory and safety requirements

Must-have skills

Financial Advisory, Qualified Financial Advisor

Good-to-have skills

personal finance, Finance Domain