Full time employment

Outmarc Financial Services Pvt ltd.- Bangalore

ACFP certified Financial Advisory firm, established in 2019 and managing a 35Crore of AUM right now.

We are committed to help individuals and businesses build wealth and achieve financial security. With a professional attitude and a client-first approach, we specialize in investment planning, retirement strategies, tax-efficient solutions, and risk management.

Key Responsibilities:

• Assist senior advisors in preparing financial plans and investment strategies

•Analyze client portfolios and market trends

• Conduct research on financial products and services

• Prepare client presentations, reports, and documentation

• Maintain and update client databases

• Participate in client meetings and take detailed notes

• Support compliance and administrative processes.

Qualifications:

• Master's degree in Finance, Economics, Business, or a related field.

• Strong analytical and numerical skills

• Proficiency in Microsoft Excel and PowerPoint

• Excellent communication and interpersonal skills

• High attention to detail and organizational ability

• Eagerness to learn and grow within the financial industry