PI Advisors - Senior Financial Advisor - Wealth Management

Senior Financial Advisor - Wealth Management

About Us :

Pi is a wealthtech startup providing financial advisory services to retail clients. PI is founded by a former Investment Banker with a decade of experience with top financial services companies in India. He is an IIT/IIM alumnus with a CFA- charter and has an extensive experience in equity fund raising through capital markets, private equity and M&A.

Role and Responsibilities :

- Working as an Investment Advisor, helping retail clients build and manage a comprehensive financial plan. This will include risk profiling, financial capacity analysis and developing detailed plan for clients. The role requires sound understanding of capital markets (including mutual funds), macro economy, and other financial instruments like insurance, fixed deposits, loans, taxation, NPS, real estate etc.

- Educate clients regarding various available options and developing a personally curated financial plan in agreement with the client.

- Maintain an up-to-date knowledge of various investment products available and other financial products mentioned above. Sound knowledge of regulatory changes which impact investment decisions and financial planning

- High quality service delivery to clients along with excellent presentation and communication skills to deliver client presentations and effectively communicate with client on video calls. This would be both online and offline advisory.

- Good knowledge of MS-Excel and MS-PowerPoint

Qualifications and Education Requirements :

- MBA (Finance), CA/CFA preferred

- 5-12 years of relevant work experience in activities relating to advice in financial products or securities or fund or asset or portfolio management

- Client facing personality

- Strong interpersonal and effective communication skills (both written and verbal)