Partner-Wealth Manager

JobTitle

ReportingTo

BranchManager

AboutFinnovate

• Finnovate is a
• holistic financial planning and wealth advisory platform. We are passionate
• about transforming the way Indians get personal finance advice. Our team is
• dedicated to providing comprehensive financial solutions that cater to the
• unique needs of our clients.

Location

Ahmedabad

EmploymentType

Fulltime

KeyResponsibilities

·Acquirenewclientsbyidentifyingprospects,conductingfinancial

need assessments, and presenting financial planning and investment solutions

as per standards.

·Buildandnurturestrongclientrelationshipsbyunderstanding

• financial goals and delivering customized wealth solutions.
• ·Adviseindividualsoninformedfinancialdecisionstosupport long-term financial security
• and growth.
• ·Deliver expert
• guidance on financial planning, investment strategies,andcomprehensivewealthmanagementalignedto client needs.
• ·Remainupdatedonmarkettrends,regulatorydevelopments,and industry best practices to provide
• timely and relevant advice.
• ·Evaluatefinancialdata,monitorclientportfolios,andrefine financial plans to enhance
• outcomes.
• ·RepresentFinnovateatconferences,clientmeetings,andindustry forums to promote financial
• literacy and brand visibility.

Qualification& Skills

·Bachelor’sdegreeinfinance,

economics,or arelated field

·CFPcertificationispreferred

• ·ShouldhaveaNISMXA–XB qualification
• ·Strongknowledgeoffinancialplanning,investmentstrategies,
• and wealth management.

·Excellent

• stakeholder management skills, superior communicationandinterpersonalskillstoeducateandengage clients.
• ·Analyticalmindsetwiththeabilitytoassessfinancialdataand provide
• strategic recommendations.
• ·Self-driven,goal-oriented,andpassionateabouthelpingothers achieve
• financial success.

YearsofExperience

Minimumof 8yearsofexperienceinfinancialadvisoryorrelated fields

Benefitsonbeingapart of Finnovate

• üHealthInsurance:Coverageincludingoptionsfordependents.
• üPaidTimeoff:Vacationdaysandholidays,allowingemployeesto take time off while still receiving
• pay.
• üParentalLeave:Paidtimeofffornewparents,includingmaternity, paternity, and adoption
• leave.
• üProfessionalDevelopment:Opportunitiesfortraining,workshops, conferences to support employees' career growth.
• üRecognition andIncentives:Performance-basedvariablepayor recognitionprogramstorewardemployeesfortheircontributions.
• üCompanyEventsandCelebrations:Companyoutings,team-
• building activities for bonding between team members
• üEmployeeRecognitionPrograms:Awards,incentives,orbonusesfor outstanding performance or tenure.
• üEmployeeReferralPrograms:Bonusesorincentivesforreferring
• qualified candidates who are hired by the company.

Working Days

Monday to Saturday (2nd&4thSatsareoff)

Working Time

8.30amto5.30pm

9.30amto6.30pm