A fast-growing fintech startup specializing in cross-border remittances, USD banking, and investment solutions for affluent Indian residents. Backed by top-tier investors and led by experienced industry professionals, the company is expanding into savings and insurance solutions to enhance financial planning for global clients.

Key Responsibilities

Client Relationship Management – Identify, engage, and retain high-net-worth clients by providing personalized financial solutions.
Portfolio Management – Curate and monitor diversified ETF portfolios aligned with market trends and client objectives.
Comprehensive Financial Planning – Develop tailored plans covering tax, estate, and investment strategies.
Market & Industry Expertise – Stay updated on financial trends and international investment opportunities.
Regulatory Compliance – Ensure all financial strategies and recommendations adhere to relevant guidelines.

What We’re Looking For

Strong analytical and problem-solving abilities in wealth management.
Exceptional communication and interpersonal skills to engage with HNI clients.
In-depth knowledge of financial markets and investment products.
Ability to craft personalized investment strategies based on global financial planning needs.
Proficiency in financial planning tools and wealth management software.

Skills

✅ Client Relationship Management
✅ Investment & Portfolio Management
✅ Financial Planning & Advisory
✅ Wealth & Asset Management
✅ Compliance & Regulatory Knowledge
✅ Strong Communication & Negotiation

Preferred Background

Industry Exposure: Fintech, Private Equity, Wealth & Asset Management
Target Companies: Anand Rathi, Franklin Templeton, Groww, Mutual Funds, Angel One
Preferred Candidates: Ex-Bank Employees, Investment Advisors, Wealth Managers

Why Join Us?

Be part of a high-growth fintech firm backed by top investors.
Work with HNI clients and manage international investment portfolios.
Competitive CTC & incentives with opportunities for career growth.
Collaborative, fast-paced environment focused on innovation in financial services.

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