Chief Financial Planner

Seagull International LLP

Mumbai City, Mumbai

2-4 Years

3 - 4.5 LPA

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Posted 10 hours ago
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Job Description

Description

We are seeking a knowledgeable and motivated Chief Financial Planner to join our team in India. The ideal candidate will possess 2-4 years of experience in financial planning, providing clients with expert advice and strategies to manage their financial health.

Responsibilities

Develop and implement financial planning strategies for clients.
Conduct thorough financial assessments and risk analysis.
Provide guidance on investment opportunities and portfolio management.
Create and present detailed financial reports to clients.
Stay updated with market trends and regulatory changes affecting financial planning.

Skills and Qualifications

Bachelor's degree in Finance, Accounting, Business Administration, or related field.
Professional certification (CFP, CFA, or equivalent) is a plus.
Strong analytical skills and attention to detail.
Proficiency in financial planning software and tools.
Excellent communication and interpersonal skills.
Ability to build and maintain client relationships.

Education

Bachelor Of Technology (B.Tech/B.E), Bachelor of Science (B.Sc), Bachelors of Law (B.L/L.L.B), Bachelor in General Studies (BGS), Bachelor of Arts (B.A), Bachelor of Applied Science (BAS), Bachelor of Education (B.Ed), Bachelor of Business Administration (B.B.A), Bachelor of Interdisciplinary Studies, Bachelor of Commerce (B.Com), Bachelor in Hotel Management (B.H.M), Bachelor Of Pharmacy (B.Pharm), Bachelor of Music Education (B.M.E.), Bachelor of Social Work (B.S.W), Bachelor of Health Science, Bachelor Of Computer Application (B.C.A), Bachelor of Liberal Arts (BLA/ALB), Bachelor of Music