Hireginie Talent Cloud Reviews by Employees

Talent Acquisition Partner

Talent Acquisition Executive

Talent Partner

Our client, a leading fintech platform with 1000+ Cr monthly investments and 2M+ transactions, is looking for an experienced financial planning & client advisory professional to manage HNI portfolios and drive long-term financial success for clients. What Youll Do - Build & nurture strong relationships with HNI clients. - Create holistic financial plans (investments, taxation, retirement, estate planning). - Monitor, review & optimize portfolios for performance and compliance. - Contribute to the development of digital-first financial planning tools. - Drive new client acquisition and grow AUM through advisory excellence. Who Were Looking For - Graduate in Finance/Economics (CFP preferred; CFA/CA/NISM a plus). - 5+ years in wealth management / financial advisory. - 3+ years managing HNI client relationships. - Strong knowledge of mutual funds, PMS, REITs, ULIPs, and Indian tax laws. - Excellent communication, analytical, and relationship management skills. Join a fast-growing fintech shaping the future of wealth management in India. Apply now and be part of a client-first advisory team!

Gurgaon/Gurugram

Senior Wealth Planner & Client Advisory Manager - FinTech 

Job Description for Senior Wealth Planner & Client Advisory Manager - FinTech  in Hireginie Talent Cloud in  Gurgaon/Gurugram for (3-8) years of experience. Apply Now!