Job id : 38337
Financial Planning - Personal Finance
Financial Planning - Personal Finance
Bangalore / Bengaluru
4 years ago
52 Applied
JOB ID:38337
Job details
Job Type
Full Time
Work From Home
Functional Area
Investment/Corporate/Retail Banking/Insurance,Accounting/Finance/Tax/CS/Audit
Industry
Banking/Financial Services/Insurance
Education
Other-Any
Experience Required
1 - 10 Yrs
Salary
3 - 4
Key Skills Required
Mutual Funds, Strategic Financial Planning
Other Skills Required
Languages
English
Job Description
Company Profile
Ethos Wealth is a Retirement Advisory Firm focused on Wealth Creation and Wealth Management strategies with a detailed focus on Tax Efficiency and Risk Management! Our goal is to provide Financial Security and Peace of Mind!
We work with senior executives, doctors, lawyers and athletes!Job Profile & Responsibilities
We are looking for a Team Player who will be responsible for Engaging our existing and prospective clients!Job Roles & Responsibilities:1. Goal Based Financial Planning: Create a comprehensive and customized, Goal Based Financial Plan for families2. Mutual Fund Research: Create Mutual Fund portfolio’s (> INR 50 Lakhs) based on Asset Allocation & Risk Appetite3. Subject Matter Expert - Face of Research: Attend AMC and other events on behalf of Ethos to gain product and industry knowledgeDesired Candidate Profile
CFP Certification would be a bonus
In-Depth knowledge of Mutual Funds and Financial Planning
Understands how to work and manage a small team
Is a se... See More
Ethos Wealth is a Retirement Advisory Firm focused on Wealth Creation and Wealth Management strategies with a detailed focus on Tax Efficiency and Risk Management! Our goal is to provide Financial Security and Peace of Mind!
We work with senior executives, doctors, lawyers and athletes!Job Profile & Responsibilities
We are looking for a Team Player who will be responsible for Engaging our existing and prospective clients!Job Roles & Responsibilities:1. Goal Based Financial Planning: Create a comprehensive and customized, Goal Based Financial Plan for families2. Mutual Fund Research: Create Mutual Fund portfolio’s (> INR 50 Lakhs) based on Asset Allocation & Risk Appetite3. Subject Matter Expert - Face of Research: Attend AMC and other events on behalf of Ethos to gain product and industry knowledgeDesired Candidate Profile
CFP Certification would be a bonus
In-Depth knowledge of Mutual Funds and Financial Planning
Understands how to work and manage a small team
Is a se... See More
Company Profile
Ethos Wealth is a Retirement Advisory Firm focused on Wealth Creation and Wealth Management strategies with a detailed focus on Tax Efficiency and Risk Management! Our goal is to provide Financial Security and Peace of Mind!
We work with senior executives, doctors, lawyers and athletes!Job Profile & Responsibilities
We are looking for a Team Player who will be responsible for Engaging our existing and prospective clients!Job Roles & Responsibilities:1. Goal Based Financial Planning: Create a comprehensive and customized, Goal Based Financial Plan for families2. Mutual Fund Research: Create Mutual Fund portfolio’s (> INR 50 Lakhs) based on Asset Allocation & Risk Appetite3. Subject Matter Expert - Face of Research: Attend AMC and other events on behalf of Ethos to gain product and industry knowledgeDesired Candidate Profile
CFP Certification would be a bonus
In-Depth knowledge of Mutual Funds and Financial Planning
Understands how to work and manage a small team
Is a self starter and motivated to be in this industry
Additional Details
Ethos Wealth aims to work with 125 families, managing INR 500 Crores.
Our aim is to become a one stop Retirement Solution Provider for: salaried executives with 25+ years of experience, Corporate Lawyers, Senior Doctors and Athletes.Our Services: Investment Management | Goal Based Financial Planning | NRI AdvisoryWe also assist with: Income Tax Efficiency | Real Estate Advisory | Will & Estate Planning See Less
Ethos Wealth is a Retirement Advisory Firm focused on Wealth Creation and Wealth Management strategies with a detailed focus on Tax Efficiency and Risk Management! Our goal is to provide Financial Security and Peace of Mind!
We work with senior executives, doctors, lawyers and athletes!Job Profile & Responsibilities
We are looking for a Team Player who will be responsible for Engaging our existing and prospective clients!Job Roles & Responsibilities:1. Goal Based Financial Planning: Create a comprehensive and customized, Goal Based Financial Plan for families2. Mutual Fund Research: Create Mutual Fund portfolio’s (> INR 50 Lakhs) based on Asset Allocation & Risk Appetite3. Subject Matter Expert - Face of Research: Attend AMC and other events on behalf of Ethos to gain product and industry knowledgeDesired Candidate Profile
CFP Certification would be a bonus
In-Depth knowledge of Mutual Funds and Financial Planning
Understands how to work and manage a small team
Is a self starter and motivated to be in this industry
Additional Details
Ethos Wealth aims to work with 125 families, managing INR 500 Crores.
Our aim is to become a one stop Retirement Solution Provider for: salaried executives with 25+ years of experience, Corporate Lawyers, Senior Doctors and Athletes.Our Services: Investment Management | Goal Based Financial Planning | NRI AdvisoryWe also assist with: Income Tax Efficiency | Real Estate Advisory | Will & Estate Planning See Less
Additional Information
Flexibility ProvidedAbout Company
Deeraj Shetty (Your Personal CFO) - SEBI registered Retirement Advisor with iFAST Financial Pvt. Ltd.
www.deerajshetty.com A boutique, Retirement Advisory firm focused on Wealth Protection and Wealth Creation solutions with an emphasis on Tax Efficiency & Risk Planning. We work with Salaried Executives, Corporate Lawyers, Doctors and Athletes to Plan, Implement & Manage every aspect of their Personal Finance concerns and insecurities.
We integrate: Retirement Planning, Investment Management, Tax Planning, Real Estate Advisory & Legal Advisory Our Goal is to provide families with the greatest luxury: Financial Freedom & Peace of Mind!
www.deerajshetty.com A boutique, Retirement Advisory firm focused on Wealth Protection and Wealth Creation solutions with an emphasis on Tax Efficiency & Risk Planning. We work with Salaried Executives, Corporate Lawyers, Doctors and Athletes to Plan, Implement & Manage every aspect of their Personal Finance concerns and insecurities.
We integrate: Retirement Planning, Investment Management, Tax Planning, Real Estate Advisory & Legal Advisory Our Goal is to provide families with the greatest luxury: Financial Freedom & Peace of Mind!
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