Investment Concierge Role - FinTech

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

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.

- 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.

- The work entails advising clients on how to build a global investment portfolio and craft personalized financial plans for Indian families aiming to fund their children's overseas education.

- Business Development experience with HNIs and work experience with Asset Management Companies / Wealth startups is preferable.