Sales Professional - Investment Bank (3-10 Yrs) Delhi/Delhi NCR ()

We are seeking a qualified Certified Financial Planner with hands-on experience in wealth management.
-The ideal candidate will be responsible for designing personalized financial roadmaps, managing multi-asset portfolios, and supporting long-term legacy, retirement, tax, and estate planning for UHNW clients.Key Responsibilities:- Wealth & Investment Advisory- Develop customized financial plans aligned with clients life goals, liquidity needs, and risk profiles- Provide advice across asset classes including equities, fixed income, AIFs, PMS, real estate, insurance, and private equity- Support in asset allocation, portfolio rebalancing, and wealth performance reporting- Financial Planning & Cash Flow Management- Coordinate with internal legal/tax teams to structure Wills, family trusts, and succession frameworks- Family Governance & Advisory- Facilitate family meetings, strategy workshops, and philanthropic planningQualifications:- Certified Financial Planner (CFP) credential is mandatory- 5-10 years of experience in wealth management, private banking, or family office advisory- Exposure to working with UHNI clients, founders, or multi-family offices is highly preferredLocation: Connaught Place, DelhiCommitment: Full-timeWork Days & Time: Monday - Saturday: 9.30am - 06.00pm2nd & 4th Saturday: Off (ref:updazz.com)

Payroll Type : Permanent