Job Description

Investment Advisor - Wealth Management - FinTech - REMOTE/WFH/Freelancing/Part Time

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.

- Executing, tracking, monitoring and rebalancing client\'s portfolio for required changes. Maintain proper documentation of the suggestions given to client and actions subsequently taken.

- 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

- Interact with prospective clients to educate them about financial planning and its advantages

- 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.

- Being a startup, the candidate needs to take up roles and responsibilities beyond the routine work. This shall include developing the final product, build the entire client onboarding and investment advice process, coordinate with external parties for essential tie-ups and product development.

- Good knowledge of MS-Excel and MS-PowerPoint

Qualifications and Education Requirements:

- A professional qualification or post-graduate degree or post graduate diploma (minimum two years in duration) in finance, accountancy, business management, commerce, economics, capital market, banking, insurance or actuarial science from a university or an institution recognized by the Central Government or any State Government or a recognised foreign university or institution or association or a professional qualification by completing a Post Graduate Program in the Securities Market (Investment Advisory) from NISM of a duration not less than one year or a professional qualification by obtaining a CFA Charter from the CFA Institute

- At least 2 years of relevant work experience in activities relating to advice in financial products or securities or fund or asset or portfolio management

- NISM X-A, X-B cleared

- Client facing personality and industry network are desirable

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

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