Wealth Advisor & Virtual Relationship Manager

Job description

Job Information

• Date Opened 05/31/2025

• Job Type Full time

• Industry Sales

• City Gurgaon

• State/Province Haryana

• Country India

• Zip/Postal Code 122016

Job Title: Certified Financial Planner (CFP) & Relationship Manager

Location: Gurgaon

Employment Type: Full-Time Job

Summary: We are looking for a dynamic and experienced Certified Financial Planner (CFP) with a proven track record as a Relationship Manager to serve as a trusted advisor to our clients. In this dual role, you will leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships. The ideal candidate will have a deep understanding of the Indian financial market, regulatory environment, and client needs, ensuring that our clients receive holistic and goal-oriented financial advice.