Investment Manager Job in Gurgaon at FinEdge

FinEdge is hiring for the job role of Investment Manager!

Responsibilities of the Candidate:

• Responsible for end-to-end client management by following the financial planning process, living and embodying the company’s core values of client centricity and empathy.
• Hav fantastic, value-creating & memorable conversations with clients every single day.
• Help your clients achieve their financial dreams by identifying problems, co-working on solutions, and implementing and monitoring those solutions.
• Being a mentor, guide, counselor, and friend to your clients on their challenging journey toward long-term wealth creation.
• Manage investment portfolios and making people ready to meet their financial goals by following the financial planning process.
• Being an advisor and not a salesperson.
• Manage clients virtually from our office in Gurugram (no field visits / physical meetings outside the office).

Requirements:

• Experience 0-3 years
• CFP Certification
• Investment Advisory
• Wealth Management
• Financial Planning
• Communication Skills
• MBA in Finance
• Mutual Funds
• Financial Advisor