XI Tech Studio - Financial Planner

1. To carry out scientific financial planning for the clients basis their financial goals, liabilities and other requirements.

2. Responsible for analysing the client portfolios at regular intervals and advising on investments suitable to their needs

3. Tracking and ensuring effective implementation of all advice given

4. Track competition and take great initiatives and come up with new and improved ideas for improving the advisory proposition

5. To stay ahead of the curve, recommend new asset classes to Head of Investment Advisory where clients might be expressing interest

6. Ensuring complete adherence to the prescribed guidelines for carrying out advisory services

7. The candidate should have ideally worked in the wealth management space providing product/ portfolio advice to clients.