International Money Matters Pvt Ltd
Website:
immpl.com
Job details:
Company Description
International Money Matters Pvt Ltd (IMMPL) is a SEBI-registered financial planning and investment advisory firm founded in 2001 by Mr. Lovaii Navlakhi, the first Certified Financial Planner in the APAC region. Headquartered in Bengaluru, IMMPL is dedicated to helping clients achieve their financial goals through personalized financial strategies. The firm is a trusted name in the financial planning industry and holds memberships with SEBI, AMFI, and BASL. IMMPL combines expertise and a client-centric approach to deliver tailored financial solutions that ensure long-term financial security.
Role Description
This is a full-time, on-site position located in Bengaluru for a Financial Advisor/Wealth Manager. The role involves delivering comprehensive financial planning services, guiding clients on investment strategies, and providing expert advice on retirement and wealth management. The Wealth Manager will also be responsible for staying updated on financial products, creating detailed client portfolios, and maintaining relationships to support clients in meeting their financial objectives. Collaboration with other team members and consistent communication with clients will be central to the role.
Qualifications
- Experience in Financial Planning and Financial Advisory to design and implement personalized financial strategies for clients.
- In-depth knowledge of Finance, Investments, and Retirement Planning to provide strategic advice and optimize portfolios.
- Strong analytical and problem-solving skills to assess client needs and develop suitable financial solutions.
- Excellent interpersonal and communication skills to effectively interact with clients and explain financial concepts clearly.
- Bachelor's degree in Finance, Economics, Business Administration, or related fields.
- Relevant professional certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are highly preferred. Send you resume to shiny.s@immpl.com
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