Job Description

Job Information

Industry


Financial Services
Current Openings


1
Job Type


Full time
Work Experience


0-1 years
Date Opened


09/15/2025
Salary


INR 3,00,000 p.a onwards
City


NA
State/Province


Punjab
Country


India
Zip/Postal Code


160103

Technical Competency: -

============================

Solid understanding of Financial Markets Research and Analyze Investment strategies Review client portfolios Excellent in reporting and MIS Develop Financial Planning Strategies Conduct Risk Analysis and Insurance Planning Create Retirement Planning Strategies Investment Planning Tax Planning Estate Planning Employee Benefits

Professional Competency: -

===============================

Be Passionate about Financial Planning and Wealth Management. Have a strong Analytical background. Ability to work directly with Client. Ability to work with International Teams in a fast-paced environment. Track individual progress and provide support to new resources. Be a Solid Team Player and a Global Player. Must have excellent communication skills (Written & Verbal). Adapt to change with ease. Treat colleagues and clients with utmost respect. Be able to provide value add by going the extra mile. Have a never say never attitude. Have a Technology first approach.

Requirements

Qualifications and Experience:

==================================

Preferred Qualifications - bachelor's degree in commerce (B. Com), Master of Business Administration with Specialization in Finance would be an added advantage. Professional Certifications - CFP (Certified Financial Planner), CFA (Certified Financial Analyst), ChFC (Chartered Financial Consultant). Experience in Financial Markets would be an added advantage. Experience working on Fund Provider Portals, Insurance Carrier Portals, Research Tools such as Morningstar, Risk Profiling Tools such as Finametrica, Cashflow Modelling applications, Financial Planning Software's, CRM systems etc. would be an added advantage.

Benefits

Work directly with global clients

and gain valuable international exposure

Flexible working arrangements

to support work-life balance

Opportunities for international travel and relocation

Continuous professional development

and clear career progression paths

Thriving workplace culture

with a strong sense of purpose

Disclaimer:-

The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. The candidate will be required to perform any other job-related duties when requested by any person authorized to delegate responsibility (i.e. - Manager / Lead). All Duties and responsibilities outlined here are essential functions and requirements and are subject to possible modification owing to change in strategy or operations.


Please send in your CV to caeers@valenta.io