Armstrong Capital & Financial Services Pvt. Ltd. is a fast growing Financial planning and Investment solutions firm based in Bengaluru. Our goal is to deliver the best suitable financial solutions to our clients based on their risk-taking appetite and long-term financial goals. We are known for our Research and won many awards for excellent Wealth Management. We follow our process, we take the time to understand each individual's unique financial situation and customize our approach to develop practical plans based on years of research, analysis, and industry experience.
At Armstrong Capital we are looking at hiring entry level Wealth managers, every candidate hired will go through extensive training for 3 months on various modules of Financial Planning, Investment Products and Wealth Management.
Job Description & Key responsibilities include
1. Make a financial plan for HNI individuals (under guidance)
2. Work on a database of very high-profile prospects (CEO, CFO, VP, and directors)
3. Set up initial discussion for potential leads with the Wealth Managers.
4. Call and invite for webinar sessions on Investment management
5. Work on the given assignment to research mutual funds
6. Shadow the Wealth Advisor in managing existing clinets
MBA in Finance & Marketing, Post graduate in Finance
The Interview process would be to evaluate the candidate based on an assignment, then a personal questioner, face to face interview.
Annual CTC: ₹ 3,00,000 - 6,00,000 /year
Armstrong is a niche investment advisory that specializes in providing high-value advice to individuals. At Armstrong, we do financial planning and deliver what is best for clients keeping track of the market pulse. We have a well-trained research team and seasoned decision-makers to aid for the same. We cater to HNI customers for financial planning, mutual funds, and fixed income. On the corporate side, we advise them on cash flow management and currency derivatives.
