Investment Advisor

A fintech firm focused on serving the global banking needs of mass affluent resident Indians is hiring an Investment Advisor.

Initially concentrating on cross-border remittances, USD banking, and investment solutions, the company plans to expand into savings, credit, and insurance. It is backed by well-known venture capital investors and led by a seasoned entrepreneur (Stanford alum) with experience in leading major financial services firms.

Role Overview:

- Build global investment portfolios and personalized financial plans to support funding their children's overseas education

- Analyze client needs, determine target investment goals, and curate ETF portfolios in collaboration with analysts.

Key Responsibilities:

- Client Acquisition & Retention (High Net Worth Individuals)

- Portfolio Management

- Financial Planning: Develop comprehensive financial plans, including tax and estate planning strategies.

Eligibility:

- MBA, CA, CFA, or CFP preferred

- Mandatory certifications: NISM XA and XB.