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RC

Financial Planning

RAPS Consulting - India
  • Location not stated
  • 9 months ago
  • CFP
  • CFA
  • Pension
9 months ago
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Not enough detail in this posting to match

  1. Qualifications: Minimum 2- 6 3 years of relevant experience within financial planning or investment experience
  2. Internal experience serving US high net worth client s/firms in investment advisory & financial planning roles and/or worked in ''WEA L TH MANAGEMENT'' roles
  3. Worked in financial planning applications like emoney, MoneyGuidePro(application from www.moneyguidepro.com ) or any other financial pla n ning software application
  4. CFP(Certified Financial planner) certification + MBA (Finance) /CFA/CA
  5. Product kn ow ledge of Fixed Income /Derivatives/FX /Real estate products/ Retirement products /401k plans /TAX Planning products
  7. Excellent Communication and interpersonal skills(Rating 8/10)
Superior financial knowledge, including clear and thorough understanding of financial modeling and valuation techniques used by financial and investment professionals

Financial Planning · RAPS Consulting - India

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