Financial Advisor

About the Role

AIS Technolabs is hiring a Financial Advisor in Hyderabad, India. The role sits within a recruitment context and is focused on supporting financial planning and wealth management operations.

Role and Responsibilities

• Provide advisory and administrative assistance to the team.
• Support client onboarding activities and ensure compliance-related checks are handled properly.
• Maintain the CRM and keep records and client data organized and up to date.
• Assist with implementation tasks and day-to-day operational support.
• Help prepare and manage documentation related to financial planning.
• Coordinate compliance-related and administrative follow-ups across teams.

Preferred Candidate Profile

The employer is looking for candidates with 2 to 5 years of experience in financial planning support, wealth management support, financial services operations, or a similar function. Experience in Australian financial services, wealth management, or financial planning environments is strongly preferred. However, exceptional fresh graduates with a solid academic record and strong communication skills may also be considered.

Eligibility

Candidates with a B.B.A. or B.M.S. in any specialization are eligible to apply.

Compensation

The stated pay range is INR 3,00,000 to 7,00,000 per year.