Wealth Planning Specialist
Morgan Stanley · mumbai, India
financial planningannuitiesinsuranceclient relationswealth managementcomplianceinvestment strategiesexperienced
Job Description
The Wealth Planning Specialist is responsible for developing and overseeing financial plans for clients, specializing in annuities and insurance solutions. Duties include conducting yearly reviews, liaising for annuity purchases, and maintaining client relationships. The role requires extensive knowledge of financial planning and compliance regulations.
Qualifications
College degree or professional certification required; 10 or more years of relevant work experience; CFP; Insurance Licensed.
Skills Required
- financial planning
- annuities
- insurance
- client relations
- wealth management
- compliance
- investment strategies
Location
City: mumbai · Country: India