Para Planner HEXAGON CAPITAL ADVISORS

About HEXAGON CAPITAL ADVISORS

Job Description

Join us and nurture your knowledge and skill-sets. Become a member of one of the most experienced and respected advisory teams in India. Our Values Valuing Relationships We dont just juggle numbers. We are empathetic to our clients. Transparency & Disclosures Our recommendations are always backed by hows and whys. Diligence & Patience We do our research and stand with our clients through thick and thin. Why Work With Us Culture Work with a firm that has multi-generational experience in the markets, and yet retains the informal vibe of a start-up. Mentorship Learn about financial planning, markets and personal finance from our seasoned team. Skills and Rewards Acquire both the hard and soft skills essential to a wealth management career or an entrepreneurial foray, with competitive remuneration. Para Planner This is the first step in your career as an Advisor and Financial Planner. As a para planner you will be assisting a senior advisor on managing their clients. The nature of work is administrative working with investment plans, portfolios, tracking etc. This role does not entail any client facing responsibilities. The minimum qualification is a Masters in Finance or Accounting with an aptitude for detail and numbers. Good English and computer skills are a must.,