Job Description

Required Skills
CFA level 2-3/ Certified Financial Planner
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

• Create and manage comprehensive plans covering:

o Retirement planning/ Education funding/ Lifestyle budgeting/ Liquidity events (business exits, inheritance)
Estate & Succession Planning

• Coordinate with internal legal/tax teams to structure Wills, family trusts, and succession frameworks
• Advise clients on inter-generational transfer strategies, and asset titling

Family Governance & Advisory

• Support clients in building family charters, investment committees, and governance protocols
• Facilitate family meetings, strategy workshops, and philanthropic planning

Client Management & Reporting

• Track and report portfolio performance, financial goal alignment, and compliance requirements
• Interface with investment managers, tax advisors, and legal professionals as needed

Qualifications

• 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 preferred

Location: Connaught Place, Delhi
Commitment: Full-time
Work Days and Time: Monday to Friday from 9:30am-6pm
Apply Now : Send your resume to anjeet.khandelwal@akcjventures.com with Subject title clearly marked CFP