Job Description
Job Overview:
As we expand our vision, we're building a team of sharp thinkers, trusted advisors, and execution-focused professionals who can operate across sectors and strategies with integrity, discretion, and foresight.
We are seeking a qualified Certified Financial Planner with hands-on experience in wealth management. The ideal candidate will be responsible for designing personalized financial roadmaps, managing multi-asset portfolios, and supporting long-term legacy, retirement, tax, and estate planning for UHNW clients.
Wealth & Investment Advisory
1. Develop customized financial plans aligned with clients' life goals, liquidity needs, and risk profiles
2. Provide advice across asset classes including equities, fixed income, AIFs, PMS, real estate, insurance, and private equity
3. Support in asset allocation, portfolio rebalancing, and wealth performance reporting
Financial Planning & Cash Flow Management
1. Create and manage comprehensive plans covering retirement planning, education funding, lifestyle budgeting, and liquidity events (business exits, inheritance)
Estate & Succession Planning
1. Coordinate with internal legal/tax teams to structure Wills, family trusts, and succession frameworks
2. Advise clients on inter-generational transfer strategies and asset titling
Family Governance & Advisory
1. Support clients in building family charters, investment committees, and governance protocols
2. Facilitate family meetings, strategy workshops, and philanthropic planning
Client Management & Reporting
1. Track and report portfolio performance, financial goal alignment, and compliance requirements
2. Interface with investment managers, tax advisors, and legal professionals as needed
Qualifications:
1. Certified Financial Planner (CFP) credential is mandatory
2. 2-3 years of experience in wealth management, private banking, or family office advisory
3. Exposure to working with UHNI clients, founders, or multi-family offices is highly preferred
As we expand our vision, we're building a team of sharp thinkers, trusted advisors, and execution-focused professionals who can operate across sectors and strategies with integrity, discretion, and foresight.
We are seeking a qualified Certified Financial Planner with hands-on experience in wealth management. The ideal candidate will be responsible for designing personalized financial roadmaps, managing multi-asset portfolios, and supporting long-term legacy, retirement, tax, and estate planning for UHNW clients.
Wealth & Investment Advisory
1. Develop customized financial plans aligned with clients' life goals, liquidity needs, and risk profiles
2. Provide advice across asset classes including equities, fixed income, AIFs, PMS, real estate, insurance, and private equity
3. Support in asset allocation, portfolio rebalancing, and wealth performance reporting
Financial Planning & Cash Flow Management
1. Create and manage comprehensive plans covering retirement planning, education funding, lifestyle budgeting, and liquidity events (business exits, inheritance)
Estate & Succession Planning
1. Coordinate with internal legal/tax teams to structure Wills, family trusts, and succession frameworks
2. Advise clients on inter-generational transfer strategies and asset titling
Family Governance & Advisory
1. Support clients in building family charters, investment committees, and governance protocols
2. Facilitate family meetings, strategy workshops, and philanthropic planning
Client Management & Reporting
1. Track and report portfolio performance, financial goal alignment, and compliance requirements
2. Interface with investment managers, tax advisors, and legal professionals as needed
Qualifications:
1. Certified Financial Planner (CFP) credential is mandatory
2. 2-3 years of experience in wealth management, private banking, or family office advisory
3. Exposure to working with UHNI clients, founders, or multi-family offices is highly preferred
💡 Quick Summary
Seeking a career-building opportunity? The Certified Financial Planner - Private Banking position is now open for candidates interested in the Bank Jobs sector. This role in New Delhi offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
