Website:
beyondborderconsultants.com
Job details:
About The Role
We are looking for a highly analytical and client-focused
Chartered Financial Analyst (CFA) with a strong foundation in
financial planning (CFP background). The role involves managing client portfolios, providing investment advisory, and delivering holistic wealth management solutions.
Key Responsibilities
- Provide investment advisory services across equity, debt, mutual funds, and alternative investments
- Design and manage client portfolios aligned with financial goals and risk appetite
- Conduct financial planning including retirement, tax, insurance, and estate planning
- Perform market research, financial analysis, and portfolio performance tracking
- Build and maintain strong HNI/UHNI client relationships
- Recommend asset allocation strategies based on market conditions
- Collaborate with internal teams for product structuring and wealth solutions
- Ensure compliance with regulatory and financial advisory standards
Key Requirements
- CFA (completed or pursuing) – Preferred
- CFP Certification – Mandatory / Strong Preference
- 3+ years of experience in wealth management / financial advisory / investment analysis
- Strong knowledge of capital markets, mutual funds, and financial products
- Excellent understanding of financial planning and client advisory
- Strong analytical and quantitative skills
- Client-facing experience with HNI/UHNI segment preferred
Preferred Skills
- Experience in wealth management firms, PMS, or private banking
- Certifications like NISM, AMFI are an added advantage
- Strong communication and presentation skills
- Ability to work in a target-driven environment
What We Offer
- Opportunity to work with high-value clients and portfolios
- Exposure to diverse investment products and strategies
- Growth-oriented and performance-driven environment
Skills: management,investment advisory,wealth management,financial advisory,wealth,financial planning,investment
Click on Apply to know more.